403(b) Thrift Plan for Student Conservation Association, Inc
Performance
HelpPortfolio Return | 26.49% | 39.05% | 41.85% |
Comparable Target-Date Fund [why this comparison?] |
50.41% Target-Date 2020 |
41.00% Target-Date 2030 |
74.52% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$23,923 (-23.92%) | -$1,950 (-1.95%) | -$32,667 (-32.67%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class A | AGTHX | 13% | 16% | 14% |
Alger Capital Appreciation Institutional Fund Class I | ALARX | 7% | 8% | 11% |
Calvert Bond Portfolio Class A | CSIBX | 7% | - | - |
MassMutual Select Fundamental Value Fund Class A | MFUAX | 11% | 15% | 23% |
MM S&P 500 Index Fund Class R4 | MIEAX | 12% | 26% | 44% |
MassMutual Premier Core Bond Fund Class A | MMCBX | 11% | 8% | - |
Oakmark Equity And Income Fund Class I | OAKBX | 17% | 19% | - |
PIMCO Real Return Fund Institutional Class | PRRIX | 8% | - | - |
BlackRock Strategic Income Opportunities Portfolio Institutional Shares | BSIIX | 14% | 8% | - |
Columbia Mid Cap Index Fund Class A | NTIAX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |