Alliant Insurance Services 401K Savings And Investment Plan
Performance
HelpPortfolio Return | 30.55% | 70.72% | 94.71% |
Comparable Target-Date Fund [why this comparison?] |
35.07% Target-Date 2020 |
72.66% Target-Date 2030 |
115.55% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$4,525 (-4.52%) | -$1,946 (-1.95%) | -$20,836 (-20.84%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds AMCAP Fund Class R-5 | RAFFX | 10% | 16% | 42% |
American Century Investments One Choice In Retirement Portfolio Investor Class | ARTOX | 30% | 1% | - |
SSgA S&P 500 Index Fund N Class | SVSPX | 7% | 14% | 27% |
American Century Investments One Choice 2020 Portfolio Investor Class | ARBVX | 13% | - | - |
American Century Investments One Choice 2030 Portfolio Investor Class | ARCVX | 35% | 14% | - |
Oppenheimer Developing Markets Fund Class I | ODVIX | 5% | - | - |
American Century Investments One Choice 2050 Portfolio Investor Class | ARFVX | - | 55% | - |
American Century Mid Cap Value Fund Institutional Class | AVUAX | - | - | 7% |
Columbia Small Cap Index Fund Class A | NMSAX | - | - | 6% |
RidgeWorth Ceredex Large Cap Value Equity Fund I Shares | STVTX | - | - | 12% |
Columbia Small Cap Index Fund Class R5 Shares | CXXRX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |