The H.T. Hackney Co. Employees Profit Sharing & Retirement Plan
Performance
HelpPortfolio Return | 75.03% | 106.64% | 175.60% |
Comparable Target-Date Fund [why this comparison?] |
48.93% Target-Date 2020 |
95.13% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$26,098 (+26.10%) | +$11,512 (+11.51%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds AMCAP Fund Class A | AMCPX | 13% | 20% | 23% |
American Funds EuroPacific Growth Fund Class A | AEPGX | 6% | - | - |
Alger Balanced Portfolio Class I-2 | ABLOX | 23% | 30% | - |
AB International Portfolio | SIMTX | 8% | 11% | - |
Delaware Small Cap Value Fund Class A | DEVLX | 7% | 9% | 14% |
MFS Core Equity Fund Class A | MRGAX | 11% | 23% | 63% |
JPMorgan Core Bond Fund Class A | PGBOX | 32% | 7% | - |
Total Portfolio | 100% | 100% | 100% |