Logistyx Technologies 401k Plan
Performance
HelpPortfolio Return | 35.74% | 68.14% | 97.65% |
Comparable Target-Date Fund [why this comparison?] |
12.08% Target-Date 2020 |
40.79% Target-Date 2030 |
73.96% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$23,659 (+23.66%) | +$27,343 (+27.34%) | +$23,692 (+23.69%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds 2025 Target Date Retirement Fund Class A | AADTX | 7% | - | - |
American Funds AMCAP Fund Class R-2 | RAFBX | 6% | 13% | 11% |
American Funds American Balanced Fund Class R-2 | RLBBX | 33% | 30% | - |
American Funds American High-Income Trust Class R-2 | RITBX | 12% | - | - |
American Funds U.S. Government Securities Fund Class R-2 | RGVBX | 14% | - | - |
American Funds Fundamental Investors Class R-2 | RFNBX | 17% | 25% | 72% |
American Funds Investment Company of America Class R-2 | RICBX | 11% | 20% | 17% |
American Funds The Income Fund of America Class R-2 | RIDBX | - | 12% | - |
Total Portfolio | 100% | 100% | 100% |