Wal-Mart Profit Sharing And 401(K) Plan
Performance
HelpPortfolio Return | -77.75% | 38.07% | 173.65% |
Comparable Target-Date Fund [why this comparison?] |
41.87% Target-Date 2020 |
84.43% Target-Date 2030 |
133.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$119,620 (-119.62%) | -$46,354 (-46.35%) | +$40,629 (+40.63%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
MyRetirement 2020 Fund | 16% | - | - | |
MyRetirement 2030 Fund | 25% | 19% | - | |
MyRetirement Income Fund | 11% | - | - | |
Bond Fund | 15% | 10% | - | |
Large Cap Growth Equity Fund | 5% | 13% | 25% | |
BlackRock Russell 2000 Index Tr | 7% | 8% | 13% | |
MyRetirement 2065 Fund | 21% | 21% | - | |
BlackRock Russell 1000 Index Tr | - | 10% | 41% | |
Large Cap Value Equity Fund | - | 9% | 21% | |
MyRetirement 2060 Fund | - | 10% | - | |
Total Portfolio | 100% | 100% | 100% |