Primus Global Services Inc 401K Plan
Performance
HelpPortfolio Return | 30.85% | 47.94% | 72.56% |
Comparable Target-Date Fund [why this comparison?] |
26.96% Target-Date 2020 |
61.33% Target-Date 2030 |
98.16% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$3,895 (+3.89%) | -$13,396 (-13.40%) | -$25,595 (-25.60%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Alger Capital Appreciation Institutional Fund Class R | ACARX | 20% | 29% | 37% |
Fidelity Advisor Large Cap Fund Class T | FALGX | 18% | 27% | 38% |
Templeton Foreign Fund Class R | TEFRX | 16% | 14% | 5% |
Invesco Comstock Fund Class R | ACSRX | 7% | 11% | 13% |
JPMorgan Core Bond Fund Class R2 | JCBZX | 39% | 19% | - |
Eagle Small Cap Growth Fund Class R3 | HSRRX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |