Groupon 401k
Performance
HelpPortfolio Return | 33.92% | 78.30% | 123.96% |
Comparable Target-Date Fund [why this comparison?] |
35.07% Target-Date 2020 |
72.66% Target-Date 2030 |
115.55% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$1,151 (-1.15%) | +$5,639 (+5.64%) | +$8,413 (+8.41%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Global Allocation Fund, Inc. Investor A Shares | MDLOX | 9% | 10% | - |
Goldman Sachs Small Cap Value Fund Class A | GSSMX | 5% | 7% | 13% |
Ivy Asset Strategy Fund Class Y | WASYX | 18% | 17% | - |
Templeton Foreign Fund Class A | TEMFX | 7% | 7% | 8% |
TCW Core Fixed Income Fund Class N | TGFNX | 34% | 11% | - |
BlackRock S&P 500 Index Fund Institutional Shares | BSPIX | 27% | 48% | 70% |
Wells Fargo Growth Fund - Class A | SGRAX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |