Monetate Inc. 401(k)
Performance
HelpPortfolio Return | 86.49% | 149.61% | 222.34% |
Comparable Target-Date Fund [why this comparison?] |
52.18% Target-Date 2020 |
100.37% Target-Date 2030 |
155.43% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$34,313 (+34.31%) | +$49,239 (+49.24%) | +$66,917 (+66.92%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Calvert U.S. Large Cap Core Responsible Index Fund Class A | CSXAX | 11% | 20% | 25% |
PIMCO Real Return Fund Administrative Class | PARRX | 12% | - | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 8% | 9% | 10% |
T. Rowe Price High Yield Fund | PRHYX | 8% | - | - |
T. Rowe Price Equity Index 500 Fund | PREIX | 13% | 23% | 38% |
T. Rowe Price International Growth & Income Fund | TRIGX | 17% | 18% | 12% |
T. Rowe Price Spectrum Income Fund | RPSIX | 8% | 11% | - |
Victory Sycamore Established Value Fund Class A | VETAX | 5% | 8% | 15% |
T. Rowe Price Government Money Fund | PRRXX | 18% | 11% | - |
Total Portfolio | 100% | 100% | 100% |