principal v 401k
Performance
HelpPortfolio Return | 34.07% | 51.27% | 68.38% |
Comparable Target-Date Fund [why this comparison?] |
15.03% Target-Date 2020 |
36.71% Target-Date 2030 |
63.97% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,039 (+19.04%) | +$14,557 (+14.56%) | +$4,402 (+4.40%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Principal LargeCap S&P 500 Index Fund R-5 Class | PLFPX | 10% | 36% | 75% |
Goldman Sachs Strategic Income Fund Class A Shares | GSZAX | 9% | 3% | - |
Principal LifeTime Hybrid 2020 Fund Institutional Class | PHTTX | 12% | - | - |
Principal LifeTime Hybrid 2025 Fund Institutional Class | PHTQX | 30% | 7% | - |
Principal LifeTime Hybrid 2030 Fund Institutional Class | PHTNX | 39% | 27% | - |
Principal SmallCap S&P 600 Index Fund R-5 Class | PSSPX | - | 6% | 11% |
Principal LifeTime Hybrid 2035 Fund Institutional Class | PHTJX | - | 21% | - |
Oppenheimer Developing Markets Fund Class A | ODMAX | - | - | 7% |
Principal SmallCap Growth Fund I R-5 Class | PPNPX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |