COMMFORCE Corporation and Subsidiaries 401(k) Employee Savings Plan
Performance
HelpPortfolio Return | 34.40% | 122.67% | 170.60% |
Comparable Target-Date Fund [why this comparison?] |
58.61% Target-Date 2020 |
105.47% Target-Date 2030 |
159.01% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$24,206 (-24.21%) | +$17,204 (+17.20%) | +$11,593 (+11.59%) |
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% |