Strongwood Distribution 401(K) Plan
Performance
HelpPortfolio Return | -10.12% | 26.68% | 84.61% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
∞% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$38,867 (-38.87%) | -∞ (-∞%) | -$17,300 (-17.30%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Value Index Fund Admiral Shares | VVIAX | 32% | 14% | 11% |
American Funds U.S. Government Securities Fund Class R-5 | RGVFX | 35% | 19% | - |
John Hancock II High Yield Fund Class 1 | JIHDX | 7% | - | - |
John Hancock II International Value Fund Class 1 | JIVIX | 26% | 17% | - |
Vanguard Growth Index Fund Admiral Shares | VIGAX | - | 15% | 11% |
Domini Social Equity Fund Institutional Class | DIEQX | - | 13% | - |
Royce Opportunity Fund Investment Class | RYPNX | - | 8% | 8% |
John Hancock Variable Insurance Trust 500 Index Trust B Series I | JFIVX | - | 14% | 11% |
John Hancock Variable Insurance Trust Total Stock Market Index Trust Series I | JETSX | - | - | 35% |
John Hancock Funds Blue Chip Growth Fund Class 1 | JIBCX | - | - | 13% |
T. Rowe Price Equity Income Fund | PRFDX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |