Agreeya Solutions 401(K)
Performance
HelpPortfolio Return | -12.83% | -41.05% | -87.98% |
Comparable Target-Date Fund [why this comparison?] |
10.41% Target-Date 2020 |
36.35% Target-Date 2030 |
65.08% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$23,237 (-23.24%) | -$77,402 (-77.40%) | -$153,063 (-153.06%) |
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% |