Principle Solutions Group Llc 401K Plan
Performance
HelpPortfolio Return | -2.83% | 45.13% | 67.85% |
Comparable Target-Date Fund [why this comparison?] |
30.96% Target-Date 2020 |
49.88% Target-Date 2030 |
74.09% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$33,787 (-33.79%) | -$4,750 (-4.75%) | -$6,242 (-6.24%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Century Select Fund A Class | TWCAX | 3% | 12% | 19% |
American Funds The Bond Fund of America Class R-3 | RBFCX | 2% | - | - |
American Century Investments One Choice In Retirement Portfolio A Class | ARTAX | 41% | 32% | - |
SSgA S&P 500 Index Fund N Class | SVSPX | 9% | 8% | 15% |
Templeton Foreign Fund Class R | TEFRX | 13% | 11% | - |
T. Rowe Price Growth Stock Fund R Class | RRGSX | 6% | 14% | 19% |
American Century Investments One Choice 2020 Portfolio A Class | ARBMX | 26% | - | - |
American Century Mid Cap Value Fund A Class | ACLAX | - | 16% | 19% |
Invesco Diversified Dividend Fund Class A | LCEAX | - | 7% | 9% |
Goldman Sachs Small Cap Value Fund Service | GSSSX | - | - | 10% |
MFS Massachusetts Investors Growth Stock Fund Class R2 | MIRGX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |