Matt Construction 401(K) Plan
Performance
HelpPortfolio Return | -70.54% | -37.30% | 66.77% |
Comparable Target-Date Fund [why this comparison?] |
26.30% Target-Date 2020 |
58.79% Target-Date 2030 |
95.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$96,837 (-96.84%) | -$96,090 (-96.09%) | -$28,322 (-28.32%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Century Investments Ginnie Mae Fund Institutional Class | AGMNX | 21% | 8% | - |
Wells Fargo Dow Jones Target 2030 Fund - Class R6 | WFOOX | 28% | - | - |
Wells Fargo Dow Jones Target 2040 Fund - Class R6 | WFOSX | 29% | 25% | - |
Janus Balanced Fund Class N | JABNX | 7% | 8% | - |
Oppenheimer Developing Markets Fund Class I | ODVIX | 4% | 4% | 9% |
MainStay Large Cap Growth Fund Class R6 | MLRSX | 11% | 19% | 38% |
Wells Fargo Dow Jones Target 2050 Fund - Class R6 | WFQFX | - | 20% | - |
MFS Value Fund Class R6 | MEIKX | - | 16% | 33% |
AllianzGI NFJ Small-Cap Value Fund Institutional Class | PSVIX | - | - | 8% |
John Hancock Funds Disciplined Value Mid Cap Fund Class R6 | JVMRX | - | - | 12% |
Total Portfolio | 100% | 100% | 100% |