Sqad Inc 401(K) Profit Sharing Retirement Plan
Performance
HelpPortfolio Return | 80.15% | 82.26% | 86.36% |
Comparable Target-Date Fund [why this comparison?] |
27.33% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$52,814 (+52.81%) | +$21,373 (+21.37%) | -$12,528 (-12.53%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds Capital World Growth and Income Fund Class R-5 | RWIFX | 90% | 65% | - |
T. Rowe Price Health Sciences Fund | PRHSX | 10% | 7% | - |
Parnassus Core Equity Fund - Institutional Shares | PRILX | - | 28% | 22% |
American Funds New Perspective Fund Class R-5 | RNPFX | - | - | 10% |
John Hancock Funds Blue Chip Growth Fund Class 1 | JIBCX | - | - | 25% |
Vanguard Small Cap Value Index Fund Admiral Shares | VSIAX | - | - | 10% |
John Hancock Funds Disciplined Value Fund Class R6 | JDVWX | - | - | 33% |
Total Portfolio | 100% | 100% | 100% |