J. J. Keller & Associates, Inc. Employees' 401K Savings And Retirement Plan
Performance
HelpPortfolio Return | 37.32% | 67.71% | 125.15% |
Comparable Target-Date Fund [why this comparison?] |
30.82% Target-Date 2020 |
66.59% Target-Date 2030 |
107.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$6,503 (+6.50%) | +$1,127 (+1.13%) | +$17,544 (+17.54%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 15% | 30% | 56% |
PIMCO Moderate Duration Fund Institutional Class | PMDRX | 40% | 18% | - |
Templeton Institutional Fund International Equity Series Primary Shares | TFEQX | 12% | 10% | - |
T. Rowe Price Spectrum Growth Fund | PRSGX | 33% | 42% | 34% |
Vanguard Explorer Fund Admiral Shares | VEXRX | - | - | 3% |
American Beacon Small Cap Value Fund Class Institutional | AVFIX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |