Teamsters/Ups National 401(K) Tax Deferred Savings Plan
Performance
HelpPortfolio Return | -67.70% | 13.53% | 141.08% |
Comparable Target-Date Fund [why this comparison?] |
30.11% Target-Date 2020 |
65.21% Target-Date 2030 |
104.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$97,814 (-97.81%) | -$51,675 (-51.67%) | +$36,320 (+36.32%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
S&P 500 Equity Index Fund | 12% | 31% | 81% | |
Bright Horizon 2015 Fund | 28% | 8% | - | |
Bright Horizon 2020 Fund | 6% | - | - | |
Bright Horizon 2025 Fund | 27% | 20% | - | |
Bright Horizon 2030 Fund | 12% | 11% | - | |
Bright Horizon Retirement Income Fund | 8% | - | - | |
Russell 2000 Index Fund | 7% | 9% | 19% | |
Bright Horizon 2045 Fund | - | 9% | - | |
Bright Horizon 2060 Fund | - | 12% | - | |
Total Portfolio | 100% | 100% | 100% |