Agreeya Solutions 401(K)
Performance
HelpPortfolio Return | -11.81% | -40.03% | -87.72% |
Comparable Target-Date Fund [why this comparison?] |
11.48% Target-Date 2020 |
38.53% Target-Date 2030 |
68.99% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$23,287 (-23.29%) | -$78,564 (-78.56%) | -$156,703 (-156.70%) |
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% |