Adidas America, Inc. Employee 401k Savings Plan
Performance
HelpPortfolio Return | 76.63% | 124.39% | 210.91% |
Comparable Target-Date Fund [why this comparison?] |
55.71% Target-Date 2020 |
100.87% Target-Date 2030 |
152.44% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,918 (+20.92%) | +$23,515 (+23.52%) | +$58,470 (+58.47%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class A | AGTHX | 16% | 19% | - |
Dodge & Cox Balanced Fund | DODBX | 20% | 25% | - |
Pax Balanced Fund Individual Investor Class | PAXWX | 47% | 33% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 17% | - | - |
Vanguard Institutional Index Fund Institutional Shares | VINIX | - | 23% | 52% |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | - | - | 8% |
JPMorgan Mid Cap Value Fund Class A | JAMCX | - | - | 5% |
Schwab S&P 500 Index Fund | SWPPX | - | - | 17% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | - | - | 7% |
T. Rowe Price Small-Cap Stock Fund | OTCFX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |