Plains All American 401(K) Plan
Performance
HelpPortfolio Return | 30.17% | 50.73% | 43.72% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$3,403 (+3.40%) | -$8,862 (-8.86%) | -$52,622 (-52.62%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Federated Total Return Government Bond Fund Service Shares | FTGSX | 10% | - | - |
Oakmark International Fund Class I | OAKIX | 10% | 11% | 11% |
PIMCO Total Return Fund Administrative Class | PTRAX | 19% | 8% | - |
American Funds American Balanced Fund Class R-6 | RLBGX | 34% | 32% | - |
Wells Fargo Index Fund - Class Admin | WFIOX | 27% | 49% | 78% |
Eagle Small Cap Growth Fund Class R6 | HSRUX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |