Falck USA, Inc. 401(k) Plan
Performance
HelpPortfolio Return | 39.48% | 69.18% | 112.17% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,735 (+10.74%) | +$6,116 (+6.12%) | +$10,262 (+10.26%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Franklin High Income Fund Class A | FHAIX | 11% | 8% | - |
American Century Investments Ginnie Mae Fund Investor Class | BGNMX | 9% | - | - |
BlackRock Global Allocation Fund, Inc. Institutional Shares | MALOX | 34% | 33% | - |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 12% | - | - |
Schwab S&P 500 Index Fund | SWPPX | 34% | 42% | 46% |
Invesco Charter Fund Class A | CHTRX | - | 17% | 25% |
DFA U.S. Targeted Value Portfolio Institutional Class | DFFVX | - | - | 8% |
Principal SmallCap S&P 600 Index Fund R-5 Class | PSSPX | - | - | 7% |
Laudus U.S. Large Cap Growth Fund | LGILX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |