Delaware North Companies 401(K) Union Plan
Performance
HelpPortfolio Return | 39.63% | 77.84% | 115.76% |
Comparable Target-Date Fund [why this comparison?] |
42.44% Target-Date 2020 |
85.30% Target-Date 2030 |
134.24% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$2,811 (-2.81%) | -$7,460 (-7.46%) | -$18,480 (-18.48%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Invesco Developing Markets Fund R5 Class | GTDIX | 6% | - | - |
BlackRock Global Allocation Fund, Inc. Investor A Shares | MDLOX | 18% | 16% | - |
Dreyfus Institutional S&P 500 Stock Index Fund Class I | DSPIX | 34% | 36% | 57% |
MFS Total Return Bond Fund Class R4 | MRBJX | 9% | - | - |
MFS International New Discovery Fund Class A | MIDAX | 12% | 11% | - |
MFS Government Securities Fund Class R4 | MFGJX | 21% | 11% | - |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | 11% | 13% |
American Funds AMCAP Fund Class A | AMCPX | - | 6% | - |
ClearBridge Appreciation Fund Class A | SHAPX | - | 9% | 11% |
American Funds New Perspective Fund Class A | ANWPX | - | - | 13% |
JPMorgan Mid Cap Value Fund Class A | JAMCX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |