Central Bancompany Tax Reduction Thrift 401(K) Plan
Performance
HelpPortfolio Return | 61.50% | 104.39% | 142.18% |
Comparable Target-Date Fund [why this comparison?] |
44.76% Target-Date 2020 |
88.99% Target-Date 2030 |
139.37% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,745 (+16.74%) | +$15,400 (+15.40%) | +$2,811 (+2.81%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity GNMA Fund | FGMNX | 22% | 11% | - |
American Funds American Balanced Fund Class R-4 | RLBEX | 34% | 22% | - |
PIMCO All Asset Fund Institutional Class | PAAIX | 13% | - | - |
T. Rowe Price Growth Stock Fund | PRGFX | 18% | 16% | 31% |
Invesco Comstock Fund Class Y | ACSDX | 13% | 14% | 10% |
American Funds New Perspective Fund Class R-4 | RNPEX | - | 10% | - |
American Funds Fundamental Investors Class R-4 | RFNEX | - | 15% | 18% |
Prudential Jennison Equity Opportunity Fund Class Z | PJGZX | - | 12% | 17% |
American Funds Washington Mutual Investors Fund Class R-4 | RWMEX | - | - | 17% |
Goldman Sachs Small Cap Value Fund IR | GSQTX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |