Anschutz Entertainment Group, Inc. 401(K) Plan
Performance
HelpPortfolio Return | -27.22% | -41.48% | -56.28% |
Comparable Target-Date Fund [why this comparison?] |
44.16% Target-Date 2020 |
88.53% Target-Date 2030 |
139.99% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$71,384 (-71.38%) | -$130,007 (-130.01%) | -$196,263 (-196.26%) |
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% |