Georgetown Hill Early Child Ca 401 K Profit Sharing Plan Trust
Performance
HelpPortfolio Return | 56.06% | 85.73% | 127.77% |
Comparable Target-Date Fund [why this comparison?] |
35.53% Target-Date 2020 |
74.28% Target-Date 2030 |
118.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,537 (+20.54%) | +$11,449 (+11.45%) | +$9,513 (+9.51%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Global Allocation Fund, Inc. Class R | MRLOX | 10% | 21% | - |
BlackRock High Yield Bond Portfolio Class R Shares | BHYRX | 7% | - | - |
First Eagle Global Fund Class A | SGENX | 31% | 32% | - |
QS Global Equity Fund Class A | CFIPX | 18% | 7% | 20% |
ClearBridge Large Cap Growth Fund Class A | SBLGX | 8% | 9% | 10% |
PIMCO Total Return Fund Class R | PTRRX | 22% | - | - |
BlackRock Flexible Equity Fund R Shares | BMCRX | 4% | 7% | 16% |
ClearBridge Appreciation Fund Class A | SHAPX | - | 15% | 32% |
ClearBridge All Cap Value Fund Class A | SHFVX | - | 9% | 12% |
ClearBridge Small Cap Value Fund Class A | SBVAX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |