Power Plant Management Service 401 K Profit Sharing Plan Trust
Performance
HelpPortfolio Return | 30.51% | 43.97% | 63.35% |
Comparable Target-Date Fund [why this comparison?] |
∞% Target-Date 2020 |
68.70% Target-Date 2030 |
109.33% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-∞ (-∞%) | -$24,727 (-24.73%) | -$45,979 (-45.98%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
PIMCO Income Fund Institutional Class | PIMIX | 100% | 100% | 100% |
Total Portfolio | 100% | 100% | 100% |