Lcs Holdings, Inc. Retirement And 401(K) Savings Plan I
Performance
HelpPortfolio Return | 37.17% | 66.35% | 82.41% |
Comparable Target-Date Fund [why this comparison?] |
27.19% Target-Date 2020 |
60.53% Target-Date 2030 |
98.07% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$9,979 (+9.98%) | +$5,825 (+5.82%) | -$15,667 (-15.67%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Beacon Large Cap Value Fund Investor Class | AAGPX | 15% | 20% | 27% |
American Funds EuroPacific Growth Fund Class R-4 | REREX | 7% | - | - |
American Funds Fundamental Investors Class R-4 | RFNEX | 35% | 59% | 59% |
PIMCO Total Return Fund Class A | PTTAX | 43% | 21% | - |
Goldman Sachs Growth Opportunities Fund Institutional Class | GGOIX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |