Swiss Post Solutions Inc 401K Plan
Performance
HelpPortfolio Return | 30.66% | 44.97% | 77.44% |
Comparable Target-Date Fund [why this comparison?] |
33.15% Target-Date 2020 |
69.31% Target-Date 2030 |
110.21% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$2,488 (-2.49%) | -$24,346 (-24.35%) | -$32,772 (-32.77%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Global Allocation Fund, Inc. Investor A Shares | MDLOX | 26% | 17% | - |
Dreyfus Strategic Value Fund Class A | DAGVX | 9% | 7% | 14% |
Dreyfus High Yield Fund Class A | DPLTX | 10% | 8% | - |
Hartford Inflation Plus Fund Class R4 | HIPSX | 17% | 9% | - |
PIMCO Total Return Fund Class A | PTTAX | 9% | - | - |
BlackRock S&P 500 Index Fund Institutional Shares | BSPIX | 29% | 46% | 61% |
Delaware Emerging Markets Fund Class A | DEMAX | - | 5% | 6% |
Voya SmallCap Opportunities Fund Class A | NSPAX | - | 8% | 10% |
Alger Spectra Fund Class A | SPECX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |