Wespac 401K Plan
Performance
HelpPortfolio Return | 18.82% | 82.55% | 136.79% |
Comparable Target-Date Fund [why this comparison?] |
27.33% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$8,511 (-8.51%) | +$21,662 (+21.66%) | +$37,902 (+37.90%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Franklin Income Fund Class A | FKINX | 26% | 45% | - |
American Funds New Perspective Fund Class R-5 | RNPFX | 10% | 18% | 16% |
Metropolitan West Total Return Bond Fund Class M | MWTRX | 31% | - | - |
Oppenheimer Developing Markets Fund Class A | ODMAX | 6% | - | - |
Schwab Small Cap Index Fund | SWSSX | 11% | 13% | 29% |
Laudus U.S. Large Cap Growth Fund | LGILX | 16% | 24% | 40% |
Schwab International Index Fund | SWISX | - | - | 15% |
Total Portfolio | 100% | 100% | 100% |