Enpro Industries, Inc. Retirement Savings Plan For Salaried Employees
Performance
HelpPortfolio Return | 62.49% | 118.48% | 197.45% |
Comparable Target-Date Fund [why this comparison?] |
42.44% Target-Date 2020 |
85.61% Target-Date 2030 |
135.15% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,047 (+20.05%) | +$32,873 (+32.87%) | +$62,301 (+62.30%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Global Allocation Fund, Inc. Institutional Shares | MALOX | 19% | 18% | - |
Dodge & Cox Stock Fund | DODGX | 6% | 9% | 13% |
PIMCO Total Return Fund Administrative Class | PTRAX | 28% | 6% | - |
Schwab S&P 500 Index Fund | SWPPX | 12% | 26% | 53% |
Invesco Equity and Income Fund Class Y | ACETX | 19% | 21% | - |
Nuveen Winslow Large-Cap Growth Fund Class I | NVLIX | 10% | 14% | 14% |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | 6% | 6% | 7% |
Columbia Small Cap Value Fund II Class Z | NSVAX | - | - | 7% |
Royce Smaller-Companies Growth Fund Institutional Class | RVPIX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |