Eoir Technologies, Inc. 401(K)Plan
Performance
HelpPortfolio Return | 16.68% | 41.38% | 73.89% |
Comparable Target-Date Fund [why this comparison?] |
10.83% Target-Date 2020 |
37.98% Target-Date 2030 |
68.55% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$5,846 (+5.85%) | +$3,402 (+3.40%) | +$5,345 (+5.34%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class R-4 | RGAEX | 18% | 11% | 11% |
Prudential Government Income Fund Class A | PGVAX | 7% | - | - |
Prudential QMA Stock Index Fund Class Z | PSIFX | 7% | 18% | 30% |
Fidelity Advisor Large Cap Fund Class T | FALGX | 10% | 13% | 17% |
PIMCO Mortgage-Backed Securities Fund Class A | PMRAX | 29% | 20% | - |
Invesco Equity and Income Fund R5 Class | ACEKX | 16% | - | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 13% | 13% | - |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | 14% | 26% |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | - | 11% | 16% |
Total Portfolio | 100% | 100% | 100% |