Agreeya Solutions 401(K)
Performance
HelpPortfolio Return | -15.39% | -44.44% | -88.95% |
Comparable Target-Date Fund [why this comparison?] |
15.47% Target-Date 2020 |
30.38% Target-Date 2030 |
50.23% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$30,864 (-30.86%) | -$74,828 (-74.83%) | -$139,175 (-139.18%) |
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% |