Wespak, Inc. 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 32.39% | 53.34% | 105.28% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$3,642 (+3.64%) | -$9,730 (-9.73%) | +$3,371 (+3.37%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 18% | 27% | 49% |
American Beacon Balanced Fund Investor Class | AABPX | 14% | 23% | - |
American Century Investments One Choice Portfolio: Very Conservative Investor Class | AONIX | 18% | - | - |
Loomis Sayles Bond Fund Retail Class | LSBRX | 5% | 6% | - |
Franklin Mutual Global Discovery Fund Class Z | MDISX | 6% | 9% | 14% |
T. Rowe Price Media and Telecommunications Fund | PRMTX | 9% | 6% | - |
Westcore Plus Bond Fund Retail Class | WTIBX | 18% | 6% | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 12% | 9% | - |
Janus Forty Fund Class S | JARTX | - | 7% | 8% |
Laudus U.S. Large Cap Growth Fund | LGILX | - | 7% | 12% |
American Beacon Large Cap Value Fund Investor Class | AAGPX | - | - | 9% |
Schroder U.S. Opportunities Fund Class Investor | SCUIX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |