Gdf Suez Energy North America, Inc 401(K) Plan
Performance
HelpPortfolio Return | 50.62% | 89.16% | 128.33% |
Comparable Target-Date Fund [why this comparison?] |
35.07% Target-Date 2020 |
72.66% Target-Date 2030 |
115.55% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$15,547 (+15.55%) | +$16,496 (+16.50%) | +$12,784 (+12.78%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 9% | - | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 14% | - | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 17% | 7% | - |
Putnam International Capital Opportunities Fund Class Y | PIVYX | 13% | 9% | - |
Putnam Equity Income Fund Class Y | PEIYX | 18% | 27% | 39% |
T. Rowe Price New America Growth Fund | PRWAX | 15% | 22% | 35% |
PIMCO Global Advantage Strategy Bond Fund Institutional Class | PSAIX | 14% | 7% | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 11% | - |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 17% | - |
Vanguard Selected Value Fund Investor Shares | VASVX | - | - | 8% |
American Funds Fundamental Investors Class R-5 | RFNFX | - | - | 18% |
Total Portfolio | 100% | 100% | 100% |