msg global solutions, Inc. 401(k) Retirement Plan
Performance
HelpPortfolio Return | -4.73% | -11.09% | -8.58% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
∞% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$33,477 (-33.48%) | -∞ (-∞%) | -$110,491 (-110.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Janus Overseas Fund Class S | JIGRX | 9% | 11% | 8% |
Alger Capital Appreciation Institutional Fund Class I | ALARX | 19% | 25% | 31% |
Columbia Small Cap Value Fund I Class A | CSMIX | 10% | 11% | 11% |
PIMCO Total Return Fund Administrative Class | PTRAX | 6% | - | - |
Pioneer High Yield Fund Class A | TAHYX | 8% | - | - |
RidgeWorth Ceredex Large Cap Value Equity Fund I Shares | STVTX | 8% | 16% | 22% |
PACE Mortgage-Backed Securities Fixed Income Investments Class Y | PFXYX | 33% | 23% | - |
Great-West S&P 500 Index Fund Initial Class | MXVIX | 7% | 14% | 21% |
Lord Abbett Value Opportunities Fund Class A | LVOAX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |