Reed Smith Llp Deferred Profit Sharing Plan
Performance
HelpPortfolio Return | 35.18% | 53.90% | 63.23% |
Comparable Target-Date Fund [why this comparison?] |
26.91% Target-Date 2020 |
59.91% Target-Date 2030 |
96.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$8,269 (+8.27%) | -$6,009 (-6.01%) | -$33,681 (-33.68%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Wellington Fund Investor Shares | VWELX | 26% | 30% | - |
Harbor International Fund Institutional Class | HAINX | 14% | 6% | - |
MFS Massachusetts Investors Growth Stock Fund Class R4 | MIGKX | 12% | 23% | 46% |
PIMCO Total Return Fund Administrative Class | PTRAX | 19% | - | - |
T. Rowe Price Personal Strategy Balanced Fund | TRPBX | 10% | 10% | - |
T. Rowe Price Personal Strategy Income Fund | PRSIX | 10% | 6% | - |
T. Rowe Price Personal Strategy Growth Fund | TRSGX | 9% | 12% | 9% |
American Beacon Small Cap Value Fund Class Institutional | AVFIX | - | 7% | 7% |
Eagle Small Cap Growth Fund Class I | HSIIX | - | 6% | 10% |
AllianzGI NFJ Dividend Value Fund Institutional Class | NFJEX | - | - | 28% |
Total Portfolio | 100% | 100% | 100% |