It Retail, Inc. 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 35.14% | 69.93% | 96.88% |
Comparable Target-Date Fund [why this comparison?] |
25.26% Target-Date 2020 |
49.17% Target-Date 2030 |
78.40% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$9,876 (+9.88%) | +$20,756 (+20.76%) | +$18,476 (+18.48%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds American Balanced Fund Class R-2 | RLBBX | 40% | 39% | - |
American Funds American High-Income Trust Class R-2 | RITBX | 9% | - | - |
American Funds The Bond Fund of America Class R-2 | RBFBX | 16% | - | - |
American Funds Washington Mutual Investors Fund Class R-2 | RWMBX | 9% | 25% | 73% |
American Funds EuroPacific Growth Fund Class R-2 | RERBX | 6% | 6% | - |
American Funds The Growth Fund of America Class R-2 | RGABX | 8% | 12% | 27% |
American Funds Investment Company of America Class R-2 | RICBX | 12% | 18% | - |
Total Portfolio | 100% | 100% | 100% |