Staffing Plus, Inc. 401K Plan
Performance
HelpPortfolio Return | 33.53% | 59.71% | 78.68% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
169.10% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,786 (+4.79%) | -$109,389 (-109.39%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Invesco Charter Fund Class A | CHTRX | 16% | 23% | 69% |
BlackRock Equity Dividend Fund R Shares | MRDVX | 9% | 10% | - |
Janus Balanced Fund Class R | JDBRX | 22% | 37% | - |
Loomis Sayles Global Equity and Income Fund Class A | LGMAX | 10% | 14% | - |
MFS Government Securities Fund Class R3 | MFGHX | 14% | - | - |
Invesco Equally-Weighted S&P 500 Fund Class A | VADAX | 11% | 16% | 31% |
Oppenheimer International Bond Fund Class A | OIBAX | 8% | - | - |
PIMCO Total Return Fund Class A | PTTAX | 10% | - | - |
Total Portfolio | 100% | 100% | 100% |