Words & Numbers Inc 401(K) Profit Sharing Plan & Trust
Performance
HelpPortfolio Return | 51.80% | 89.96% | 136.14% |
Comparable Target-Date Fund [why this comparison?] |
45.29% Target-Date 2020 |
90.37% Target-Date 2030 |
67.90% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$6,514 (+6.51%) | -$412 (-0.41%) | +$68,240 (+68.24%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Columbia Large Cap Index Fund Class Z | NINDX | 18% | 35% | 52% |
Franklin Mutual Global Discovery Fund Class Z | MDISX | 14% | 15% | 9% |
PIMCO Total Return Fund Administrative Class | PTRAX | 34% | 21% | - |
T. Rowe Price Growth Stock Fund | PRGFX | 14% | 17% | 19% |
T. Rowe Price Mid-Cap Value Fund | TRMCX | 8% | 12% | 8% |
T. Rowe Price Spectrum Income Fund | RPSIX | 12% | - | - |
T. Rowe Price Equity Income Fund | PRFDX | - | - | 5% |
T. Rowe Price Small-Cap Value Fund | PRSVX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |