Anschutz Entertainment Group, Inc. 401(K) Plan
Performance
HelpPortfolio Return | -30.69% | -44.81% | -59.07% |
Comparable Target-Date Fund [why this comparison?] |
39.86% Target-Date 2020 |
80.97% Target-Date 2030 |
127.62% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$70,544 (-70.54%) | -$125,780 (-125.78%) | -$186,693 (-186.69%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds EuroPacific Growth Fund Class R-4 | REREX | 27% | 35% | 35% |
Eagle Small Cap Growth Fund Class A | HRSCX | 23% | 34% | 49% |
Morgan Stanley Institutional Fund, Inc. Global Real Estate Portfolio Class A | MRLBX | 8% | 12% | 16% |
PIMCO GNMA Fund Class A | PAGNX | 42% | 19% | - |
Total Portfolio | 100% | 100% | 100% |