J. J. Keller & Associates, Inc. Employees' 401K Savings And Retirement Plan
Performance
HelpPortfolio Return | 33.33% | 61.53% | 115.49% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$5,812 (+5.81%) | +$461 (+0.46%) | +$16,557 (+16.56%) |
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% |