Agreeya Solutions 401(K)
Performance
HelpPortfolio Return | -10.09% | -38.78% | -87.44% |
Comparable Target-Date Fund [why this comparison?] |
13.29% Target-Date 2020 |
41.06% Target-Date 2030 |
72.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$23,380 (-23.38%) | -$79,835 (-79.83%) | -$159,460 (-159.46%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds New Perspective Fund Class R-5 | RNPFX | 40% | 74% | 100% |
JPMorgan SmartRetirement Income Fund Class Institutional Shares | JSIIX | 60% | 26% | - |
Total Portfolio | 100% | 100% | 100% |