Brambles Usa 401(K) Plan For Chep Employees
Performance
HelpPortfolio Return | -7.91% | 6.55% | 28.72% |
Comparable Target-Date Fund [why this comparison?] |
-7.67% Target-Date 2020 |
4.81% Target-Date 2030 |
19.64% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$237 (-0.24%) | +$1,739 (+1.74%) | +$9,084 (+9.08%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Columbia Acorn International Fund Class Z | ACINX | 14% | 15% | 10% |
Dodge & Cox Stock Fund | DODGX | 11% | 15% | 22% |
JPMorgan U.S. Equity Fund Institutional Class | JMUEX | 26% | 43% | 68% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 40% | 17% | - |
T. Rowe Price Balanced Fund | RPBAX | 9% | 10% | - |
Total Portfolio | 100% | 100% | 100% |