Ldr Holding Coporation 401(K) Plan
Performance
HelpPortfolio Return | 16.31% | 28.03% | 37.18% |
Comparable Target-Date Fund [why this comparison?] |
33.44% Target-Date 2020 |
69.97% Target-Date 2030 |
111.45% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$17,130 (-17.13%) | -$41,939 (-41.94%) | -$74,271 (-74.27%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Alger Capital Appreciation Institutional Fund Class R | ACARX | 15% | 18% | 41% |
BlackRock Equity Dividend Fund R Shares | MRDVX | 11% | 13% | 15% |
BlackRock Global Allocation Fund, Inc. Class R | MRLOX | 21% | 25% | - |
Prudential High-Yield Fund Class R | JDYRX | 10% | - | - |
Janus Balanced Fund Class R | JDBRX | 5% | 23% | - |
Lord Abbett Fundamental Equity Fund Class R3 | LAVRX | 14% | 21% | 44% |
PIMCO Total Return Fund Class R | PTRRX | 16% | - | - |
Thornburg Limited Term U.S. Government Fund Class R3 | LTURX | 8% | - | - |
Total Portfolio | 100% | 100% | 100% |