Mph Savings And Retirement Plan
Performance
HelpPortfolio Return | 8.62% | 53.21% | 108.10% |
Comparable Target-Date Fund [why this comparison?] |
30.11% Target-Date 2020 |
65.21% Target-Date 2030 |
104.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$21,490 (-21.49%) | -$11,992 (-11.99%) | +$3,347 (+3.35%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Eaton Vance Income Fund of Boston Class A | EVIBX | 10% | 7% | - |
Federated Total Return Bond Fund Class A Shares | TLRAX | 8% | - | - |
ClearBridge Appreciation Fund Class A | SHAPX | 11% | 19% | 16% |
Nationwide S&P 500 Index Fund Class A | GRMAX | 26% | 39% | 51% |
SunAmerica U.S. Government Securities Fund Class A | SGTAX | 26% | 14% | - |
JPMorgan International Value Fund Class A | JFEAX | 19% | 17% | 13% |
Victory Sycamore Small Company Opportunity Fund Class A | SSGSX | - | 4% | 10% |
Wells Fargo Omega Growth Fund - Class A | EKOAX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |