Technology Concepts & Design, Inc Employee Stock Ownership And Savings Plan
Performance
HelpPortfolio Return | 35.22% | 71.11% | 122.08% |
Comparable Target-Date Fund [why this comparison?] |
∞% Target-Date 2020 |
94.14% Target-Date 2030 |
116.78% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-∞ (-∞%) | -$23,029 (-23.03%) | +$5,304 (+5.30%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class R-3 | RGACX | 6% | 10% | 10% |
Principal LargeCap S&P 500 Index Fund R-4 Class | PLFSX | 20% | 41% | 70% |
Principal LifeTime 2020 Fund R-4 Class | PTBSX | 65% | 28% | - |
Neuberger Berman High Income Bond Fund Institutional Class | NHILX | 9% | 7% | - |
Oppenheimer Developing Markets Fund Class R | ODVNX | - | 5% | 6% |
Principal SmallCap S&P 600 Index Fund R-4 Class | PSSSX | - | 9% | 14% |
Total Portfolio | 100% | 100% | 100% |