Benco Dental Supply Co. 401(K) Plan
Performance
HelpPortfolio Return | 40.07% | 37.97% | 35.90% |
Comparable Target-Date Fund [why this comparison?] |
12.70% Target-Date 2020 |
40.14% Target-Date 2030 |
70.78% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,374 (+27.37%) | -$2,179 (-2.18%) | -$34,881 (-34.88%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds EuroPacific Growth Fund Class R-5 | RERFX | 74% | 40% | - |
MassMutual Select Blue Chip Growth Fund Class R5 | MBCSX | 17% | 24% | 16% |
MassMutual Select Focused Value Fund Class I | MFVZX | 9% | 15% | - |
MM S&P 500 Index Fund Class I | MMIZX | - | 6% | 57% |
JPMorgan Equity Income Fund Class R6 | OIEJX | - | 15% | - |
MassMutual Select Fundamental Value Fund Class R5 | MVUSX | - | - | 13% |
Northern Small Cap Index Fund | NSIDX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |