Benco Dental Supply Co. 401(K) Plan
Performance
HelpPortfolio Return | 39.33% | 37.04% | 34.79% |
Comparable Target-Date Fund [why this comparison?] |
13.62% Target-Date 2020 |
41.94% Target-Date 2030 |
74.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$25,712 (+25.71%) | -$4,904 (-4.90%) | -$39,203 (-39.20%) |
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% |