Davidson Technologies, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 70.43% | 89.48% | 123.37% |
Comparable Target-Date Fund [why this comparison?] |
35.62% Target-Date 2020 |
73.65% Target-Date 2030 |
117.25% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$34,809 (+34.81%) | +$15,828 (+15.83%) | +$6,119 (+6.12%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Principal LargeCap S&P 500 Index Fund Institutional Class | PLFIX | 13% | 49% | 74% |
Principal International Fund I Institutional Class | PINIX | 87% | 51% | 9% |
Principal SmallCap Growth Fund I Institutional Class | PGRTX | - | - | 7% |
Principal SmallCap Value Fund II Institutional Class | PPVIX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |