Power Plant Management Service 401 K Profit Sharing Plan Trust
Performance
HelpPortfolio Return | 31.01% | 44.53% | 63.98% |
Comparable Target-Date Fund [why this comparison?] |
33.29% Target-Date 2020 |
69.69% Target-Date 2030 |
110.95% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$2,284 (-2.28%) | -$25,162 (-25.16%) | -$46,961 (-46.96%) |
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% |