HARRIS TEETER SUPERMARKETS, INC. RETIREMENT AND SAVINGS PLAN
Performance
HelpPortfolio Return | 13.99% | 27.68% | 51.40% |
Comparable Target-Date Fund [why this comparison?] |
-7.51% Target-Date 2020 |
10.92% Target-Date 2030 |
29.98% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$21,495 (+21.49%) | +$16,755 (+16.75%) | +$21,424 (+21.42%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
T. Rowe Price Blue Chip Growth Fund | TRBCX | 6% | 10% | 14% |
T. Rowe Price Small-Cap Value Fund | PRSVX | 11% | 13% | 16% |
T. Rowe Price Equity Index Trust | 26% | 37% | 61% | |
American Funds Capital World Growth and Income Fund Class R-6 | RWIGX | 13% | 11% | - |
Loomis Sayles Core Plus Bond Fund Class N | NERNX | 44% | 22% | - |
T. Rowe Price Value Fund | TRVLX | - | 7% | 9% |
Total Portfolio | 100% | 100% | 100% |