Storis, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 24.05% | 44.56% | 73.94% |
Comparable Target-Date Fund [why this comparison?] |
25.26% Target-Date 2020 |
49.17% Target-Date 2030 |
78.40% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$1,214 (-1.21%) | -$4,609 (-4.61%) | -$4,465 (-4.46%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Century Strategic Allocation: Conservative Fund A Class | ACCAX | 14% | 15% | - |
American Funds The Growth Fund of America Class R-3 | RGACX | 8% | 14% | 20% |
BlackRock U.S. Government Bond Portfolio Investor A Shares | CIGAX | 18% | - | - |
BlackRock Global Allocation Fund, Inc. Investor A Shares | MDLOX | 17% | 16% | - |
JPMorgan Small Cap Value Fund Class A | PSOAX | 8% | 8% | 12% |
MainStay High Yield Corporate Bond Fund Class A | MHCAX | 13% | 8% | - |
JPMorgan U.S. Equity Fund Class A | JUEAX | 22% | 29% | 50% |
MFS Value Fund Class A | MEIAX | - | 10% | 18% |
Total Portfolio | 100% | 100% | 100% |