Nettuno & Associates, Inc 401k Plan
Performance
HelpPortfolio Return | 24.65% | 52.15% | 77.75% |
Comparable Target-Date Fund [why this comparison?] |
29.41% Target-Date 2020 |
64.18% Target-Date 2030 |
103.64% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$4,758 (-4.76%) | -$12,032 (-12.03%) | -$25,887 (-25.89%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Wellington Fund Investor Shares | VWELX | 17% | 25% | - |
American Funds The Growth Fund of America Class A | AGTHX | 19% | 20% | 15% |
BlackRock U.S. Government Bond Portfolio Investor A Shares | CIGAX | 34% | 10% | - |
Davis New York Venture Fund Class A | NYVTX | 6% | 6% | 9% |
VY Invesco Growth and Income Portfolio Class I | IVGIX | 13% | 19% | 35% |
VALIC Company I Foreign Value Fund | VCFVX | 11% | 8% | - |
Fidelity Capital Appreciation Fund | FDCAX | - | 12% | 36% |
AB Growth Fund Class A | AGRFX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |