Keune Hair Cosmetics Usa, Inc. 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 22.58% | 36.02% | 43.33% |
Comparable Target-Date Fund [why this comparison?] |
51.91% Target-Date 2020 |
57.08% Target-Date 2030 |
70.85% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$29,332 (-29.33%) | -$21,052 (-21.05%) | -$27,516 (-27.52%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Janus Flexible Bond Fund Class S | JADFX | 7% | - | - |
Prudential High-Yield Fund Class A | PBHAX | 7% | 6% | - |
JPMorgan Core Plus Bond Fund Class A | ONIAX | 8% | - | - |
JPMorgan Value Advantage Fund Class A Shares | JVAAX | 18% | 22% | 28% |
JPMorgan Disciplined Equity Fund Class A | JDEAX | 14% | 30% | 47% |
MFS Growth Fund Class R3 | MFEHX | 13% | 17% | 14% |
PIMCO Total Return Fund Class A | PTTAX | 23% | 15% | - |
JPMorgan Emerging Markets Equity Fund Class A | JFAMX | 10% | 10% | - |
Ivy Science And Technology Fund Class Y | WSTYX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |