Power Plant Management Service 401 K Profit Sharing Plan Trust
Performance
HelpPortfolio Return | 30.25% | 43.70% | 63.04% |
Comparable Target-Date Fund [why this comparison?] |
33.59% Target-Date 2020 |
70.35% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$3,336 (-3.34%) | -$26,656 (-26.66%) | -∞ (-∞%) |
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% |