Poet Biorefining - Gowrie 401(K) Plan
Performance
HelpPortfolio Return | 2.79% | -16.87% | -7.79% |
Comparable Target-Date Fund [why this comparison?] |
-0.99% Target-Date 2020 |
20.80% Target-Date 2030 |
44.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$3,785 (+3.79%) | -$37,676 (-37.68%) | -$52,400 (-52.40%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dodge & Cox International Stock Fund | DODFX | 11% | 11% | 8% |
Loomis Sayles Bond Fund Institutional Class | LSBDX | 22% | 14% | - |
T. Rowe Price Institutional Large Cap Growth Fund | TRLGX | 6% | 8% | 13% |
T. Rowe Price Institutional Large Cap Value Fund | TILCX | 13% | 19% | 12% |
American Funds The Growth Fund of America Class R-6 | RGAGX | 16% | 17% | 9% |
Fidelity 500 Index | FXAIX | 7% | 22% | 50% |
Loomis Sayles Investment Grade Bond Fund Admin Class | LIGAX | 25% | 9% | - |
DFA U.S. Targeted Value Portfolio Institutional Class | DFFVX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |