Perceptron, Inc. New Plan (2018)
Performance
HelpPortfolio Return | 7.45% | 10.47% | 13.42% |
Comparable Target-Date Fund [why this comparison?] |
24.51% Target-Date 2020 |
31.15% Target-Date 2030 |
59.45% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$17,059 (-17.06%) | -$20,675 (-20.67%) | -$46,024 (-46.02%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
PIMCO Income Fund Institutional Class | PIMIX | 100% | 100% | 100% |
Total Portfolio | 100% | 100% | 100% |