A&E Incorporated 401(K) Profit Sharing Plan And Trust
Performance
HelpPortfolio Return | 42.09% | 36.50% | 30.71% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.32% Target-Date 2030 |
103.51% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,496 (+12.50%) | -$27,813 (-27.81%) | -$72,793 (-72.79%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Loomis Sayles Strategic Income Fund Class Y | NEZYX | 19% | 15% | - |
Franklin Mutual Global Discovery Fund Class Z | MDISX | 21% | 18% | 16% |
MainStay Large Cap Growth Fund Class I | MLAIX | 12% | 10% | 11% |
PIMCO Total Return Fund Institutional Class | PTTRX | 28% | 10% | - |
Fidelity 500 Index | FXAIX | 20% | 39% | 61% |
BlackRock Small Cap Growth Equity Portfolio Institutional Shares | PSGIX | - | 8% | 8% |
American Beacon Small Cap Value Fund Class Institutional | AVFIX | - | - | 4% |
Total Portfolio | 100% | 100% | 100% |