Information Systems Audit And Control Association (Isaca) 401(K) Retirement
Performance
HelpPortfolio Return | 45.27% | 75.88% | 120.90% |
Comparable Target-Date Fund [why this comparison?] |
32.57% Target-Date 2020 |
69.32% Target-Date 2030 |
110.80% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,696 (+12.70%) | +$6,564 (+6.56%) | +$10,100 (+10.10%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds American Balanced Fund Class R-3 | RLBCX | 18% | 12% | - |
Dodge & Cox Income Fund | DODIX | 29% | 14% | - |
Fidelity Advisor Limited Term Bond Fund Class T | FTBRX | 5% | - | - |
Oppenheimer Developing Markets Fund Class R | ODVNX | 7% | 7% | - |
Principal LargeCap S&P 500 Index Fund Class A | PLSAX | 14% | 35% | 74% |
Principal SmallCap S&P 600 Index Fund Class J | PSSJX | 9% | 12% | 15% |
T. Rowe Price Balanced Fund | RPBAX | 10% | 11% | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 8% | 9% | 11% |
Total Portfolio | 100% | 100% | 100% |