Marketpay Associates Llc 401 K Profit Sharing Plan Trust
Performance
HelpPortfolio Return | 14.71% | 22.47% | 27.45% |
Comparable Target-Date Fund [why this comparison?] |
10.50% Target-Date 2020 |
24.05% Target-Date 2030 |
42.05% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,211 (+4.21%) | -$1,585 (-1.58%) | -$14,607 (-14.61%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Alger Capital Appreciation Institutional Fund Class R | ACARX | 10% | 11% | 18% |
Goldman Sachs Small Cap Value Fund Class R | GSQRX | 8% | 8% | 11% |
American Funds 2015 Target Date Retirement Fund Class R-3 | RCJTX | 22% | - | - |
American Funds 2020 Target Date Retirement Fund Class R-3 | RCCTX | 23% | - | - |
American Funds 2025 Target Date Retirement Fund Class R-3 | RCDTX | 23% | 22% | - |
American Funds 2030 Target Date Retirement Fund Class R-3 | RCETX | 6% | 13% | - |
American Funds 2030 Target Date Retirement Fund Class R-6 | RFETX | 8% | 14% | - |
Invesco Equally-Weighted S&P 500 Fund Class R | VADRX | - | 7% | 10% |
MFS Blended Research Core Equity Fund Class R2 | MUESX | - | 18% | 32% |
American Funds 2055 Target Date Retirement Fund Class R-3 | RCMTX | - | 7% | 7% |
American Funds Washington Mutual Investors Fund Class R-3 | RWMCX | - | - | 16% |
Ivy Science and Technology Fund Class R | WSTRX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |