Sogeti Usa Llc 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 41.81% | 67.63% | 104.79% |
Comparable Target-Date Fund [why this comparison?] |
33.36% Target-Date 2020 |
70.88% Target-Date 2030 |
113.58% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$8,453 (+8.45%) | -$3,245 (-3.25%) | -$8,795 (-8.79%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
T. Rowe Price Equity Income Fund | PRFDX | 11% | 20% | 33% |
T. Rowe Price Growth Stock Fund | PRGFX | 6% | 11% | 27% |
T. Rowe Price Media and Telecommunications Fund | PRMTX | 8% | 8% | - |
T. Rowe Price Spectrum Growth Fund | PRSGX | 18% | 32% | 35% |
T. Rowe Price Science and Technology Fund | PRSCX | 6% | 6% | 5% |
T. Rowe Price Spectrum Income Fund | RPSIX | 51% | 23% | - |
Total Portfolio | 100% | 100% | 100% |