Procore Technologies Retirement Plan
Performance
HelpPortfolio Return | 16.92% | 38.62% | 72.59% |
Comparable Target-Date Fund [why this comparison?] |
-0.43% Target-Date 2020 |
22.61% Target-Date 2030 |
48.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,353 (+17.35%) | +$16,015 (+16.02%) | +$24,326 (+24.33%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor High Income I | 6% | 5% | - | |
Loomis Sayles Core Plus Bond Fund Class Y | NERYX | 8% | - | - |
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class | PFORX | 10% | - | - |
Wells Fargo Index Asset Allocation Fund - Class Admin | WFAIX | 22% | 23% | - |
American Funds New World Fund Class R-6 | RNWGX | 8% | 10% | 9% |
Fidelity 500 Index | FXAIX | 13% | 36% | 71% |
Columbia Small Cap Index Fund Class R5 Shares | CXXRX | 7% | 10% | 14% |
American Funds 2025 Target Date Retirement Fund Class R-6 | RFDTX | 16% | 16% | - |
American Funds 2030 Target Date Retirement Fund Class R-6 | RFETX | 10% | - | - |
MFS Technology Fund Class R4 | MTCJX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |