American Airlines, Inc. Non-Pilot Variable Plan
Performance
HelpPortfolio Return | -93.29% | -61.98% | 366.04% |
Comparable Target-Date Fund [why this comparison?] |
-4.09% Target-Date 2020 |
4.50% Target-Date 2030 |
15.65% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$89,198 (-89.20%) | -$66,476 (-66.48%) | +$350,384 (+350.38%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Target Date Fund 2015 | 10% | - | - | |
American Target Date 2025 | 19% | 27% | - | |
American Target Date Fund 2030 | 14% | 19% | - | |
American Target Date Fund 2045 | 15% | 8% | - | |
U.S. Bond Index Fund | 9% | - | - | |
U.S. Large Cap Stock Index Fund | 6% | 26% | 69% | |
Diversified Bond Fund | 9% | - | - | |
American Target Date Fund 2060 | 18% | 11% | - | |
American Target Date Fund 2050 | - | 2% | - | |
U.S. Small/Mid Cap Stock Fund | - | 7% | 21% | |
U.S. Large Cap Growth Stock Fund | - | - | 10% | |
Total Portfolio | 100% | 100% | 100% |