Wal-Mart Profit Sharing And 401(K) Plan
Performance
HelpPortfolio Return | 85.00% | 243.87% | 169.04% |
Comparable Target-Date Fund [why this comparison?] |
41.60% Target-Date 2020 |
83.61% Target-Date 2030 |
131.19% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$43,402 (+43.40%) | +$160,268 (+160.27%) | +$37,852 (+37.85%) |
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% |