Power Plant Services, Inc. Profit Sharing 401(K) Plan
Performance
HelpPortfolio Return | -17.78% | 19.94% | 83.98% |
Comparable Target-Date Fund [why this comparison?] |
32.75% Target-Date 2020 |
68.70% Target-Date 2030 |
109.33% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$50,532 (-50.53%) | -$48,764 (-48.76%) | -$25,357 (-25.36%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class R-5 | RGAFX | 18% | 26% | 29% |
BlackRock Global Allocation Fund, Inc. Institutional Shares | MALOX | 27% | 16% | - |
Dodge & Cox Stock Fund | DODGX | 13% | 15% | 16% |
Templeton Global Bond Fund Class A | TPINX | 27% | 10% | - |
John Hancock II International Value Fund Class 1 | JIVIX | 15% | 13% | - |
American Funds Washington Mutual Investors Fund Class R-5 | RWMFX | - | 20% | 39% |
John Hancock Variable Insurance Trust Science & Technology Trust Series I | JESTX | - | - | 8% |
Royce Opportunity Fund Investment Class | RYPNX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |