Versa Products Company, Inc. Profit Sharing Plan And Trust
Performance
HelpPortfolio Return | 16.24% | 35.53% | 54.94% |
Comparable Target-Date Fund [why this comparison?] |
8.87% Target-Date 2020 |
27.79% Target-Date 2030 |
51.15% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$7,376 (+7.38%) | +$7,739 (+7.74%) | +$3,791 (+3.79%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Oppenheimer Developing Markets Fund Class A | ODMAX | 11% | 8% | 7% |
Principal LargeCap S&P 500 Index Fund R-5 Class | PLFPX | 45% | 55% | 75% |
Goldman Sachs Strategic Income Fund Class A Shares | GSZAX | 20% | 16% | - |
Principal Bond Market Index Fund R-5 Class | PBIQX | 24% | 7% | - |
Principal SmallCap Growth Fund I R-5 Class | PPNPX | - | 6% | 7% |
Principal SmallCap S&P 600 Index Fund R-5 Class | PSSPX | - | 8% | 11% |
Total Portfolio | 100% | 100% | 100% |