COMMFORCE Corporation and Subsidiaries 401(k) Employee Savings Plan
Performance
HelpPortfolio Return | 35.95% | 125.46% | 173.20% |
Comparable Target-Date Fund [why this comparison?] |
60.37% Target-Date 2020 |
108.25% Target-Date 2030 |
162.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$24,412 (-24.41%) | +$17,208 (+17.21%) | +$10,258 (+10.26%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Dividend Growth Fund | FDGFX | 13% | 10% | 9% |
Fidelity Puritan Fund | FPURX | 22% | 33% | - |
American Funds Investment Company of America Class R-3 | RICCX | 11% | 14% | 25% |
First Eagle Overseas Fund Class A | SGOVX | 22% | 20% | - |
Fidelity Advisor Government Income Fund Class T | FVITX | 11% | - | - |
PIMCO Total Return II Fund Administrative Class | PRADX | 14% | - | - |
T. Rowe Price Growth Stock Fund Advisor Class | TRSAX | 7% | 11% | 37% |
American Beacon Large Cap Value Fund Investor Class | AAGPX | - | 12% | 23% |
Invesco Comstock Fund Class A | ACSTX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |