Susquehanna International Group Llp, 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 30.24% | 22.19% | 5.65% |
Comparable Target-Date Fund [why this comparison?] |
32.37% Target-Date 2020 |
52.47% Target-Date 2030 |
78.62% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$2,133 (-2.13%) | -$30,280 (-30.28%) | -$72,968 (-72.97%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class | PFORX | 39% | 19% | - |
Principal High Yield Fund Institutional Class | PHYTX | 5% | - | - |
Fidelity 500 Index | FXAIX | 36% | 54% | 65% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 13% | 14% | - |
Franklin Mutual European Fund Class R6 | FMEUX | 7% | 8% | 12% |
Fidelity Growth Company Fund Class K | FGCKX | - | 5% | 9% |
AllianzGI NFJ Dividend Value Fund Institutional Class | NFJEX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |