World Wide Technology Inc. Employee Salary Deferral Retirement Program
Performance
HelpPortfolio Return | 23.79% | 40.60% | 92.47% |
Comparable Target-Date Fund [why this comparison?] |
12.16% Target-Date 2020 |
51.11% Target-Date 2030 |
69.21% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$11,633 (+11.63%) | -$10,510 (-10.51%) | +$23,262 (+23.26%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Century Investments Ginnie Mae Fund Institutional Class | AGMNX | 15% | 21% | - |
Legg Mason BW Global Opportunities Bond Fund Class I | GOBIX | 12% | - | - |
Ivy High Income Fund Class I | IVHIX | 6% | - | - |
Oppenheimer Developing Markets Fund Class Y | ODVYX | 10% | 8% | - |
TCW Total Return Bond Fund Class N | TGMNX | 12% | - | - |
BlackRock S&P 500 Index Fund Institutional Shares | BSPIX | 45% | 44% | 82% |
Franklin Small Cap Growth Fund Advisor Class | FSSAX | - | 5% | 18% |
JPMorgan Intrepid Growth Fund Class R5 | JGIRX | - | 8% | - |
Gabelli Small Cap Growth Fund Class I | GACIX | - | 14% | - |
Total Portfolio | 100% | 100% | 100% |