Abco Products Inc. 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 28.65% | 51.59% | 84.78% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$1,128 (+1.13%) | -$9,477 (-9.48%) | -$14,157 (-14.16%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Franklin High Income Fund Class A | FHAIX | 5% | - | - |
Alger Capital Appreciation Institutional Fund Class I | ALARX | 11% | 13% | 18% |
American Century Income and Growth Fund Class A | AMADX | 16% | 17% | 22% |
Columbia Small Cap Index Fund Class A | NMSAX | 10% | 9% | 12% |
Ivy Asset Strategy Fund Class A | WASAX | 27% | 24% | - |
T. Rowe Price GNMA Fund | PRGMX | 31% | 15% | - |
Columbia Contrarian Core Fund Class A | LCCAX | - | 10% | 23% |
Invesco S&P 500 Index Fund Class A | SPIAX | - | 6% | 16% |
Invesco Comstock Fund Class A | ACSTX | - | 6% | 9% |
Total Portfolio | 100% | 100% | 100% |