Sac Wireless, Llc 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 11.72% | 28.59% | 44.22% |
Comparable Target-Date Fund [why this comparison?] |
19.93% Target-Date 2020 |
36.16% Target-Date 2030 |
57.54% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$8,218 (-8.22%) | -$7,577 (-7.58%) | -$13,323 (-13.32%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
PIMCO Total Return Fund Class R | PTRRX | 17% | 14% | - |
Victory Sophus Emerging Markets Fund Class R | REMKX | 7% | 7% | - |
T. Rowe Price Growth Stock Fund R Class | RRGSX | 11% | 14% | 21% |
Thornburg Investment Income Builder Fund Class R3 | TIBRX | 7% | 9% | - |
Invesco Comstock Fund Class R | ACSRX | 12% | 16% | 13% |
JPMorgan U.S. Equity Fund Class R2 | JUEZX | 18% | 35% | 53% |
JPMorgan Government Bond Fund Class R2 | JGBZX | 16% | 5% | - |
Legg Mason BW Global Opportunities Bond Fund Class R | LBORX | 6% | - | - |
Ivy High Income Fund Class R | IYHIX | 6% | - | - |
Delaware Small Cap Value Fund Class R | DVLRX | - | - | 3% |
Victory Sycamore Established Value Fund Class R | GETGX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |