Brainworks Software 401K Profit Sharing Plan & Trust
Performance
HelpPortfolio Return | 7.03% | 18.93% | 27.62% |
Comparable Target-Date Fund [why this comparison?] |
13.08% Target-Date 2020 |
41.53% Target-Date 2030 |
73.48% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$6,049 (-6.05%) | -$22,597 (-22.60%) | -$45,866 (-45.87%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Century Global Growth Fund A Class | AGGRX | 17% | 24% | 18% |
American Century Income and Growth Fund Class A | AMADX | 23% | 37% | 35% |
Deutsche Global High Income Fund Class S | SGHSX | 8% | 4% | - |
Federated International Leaders Fund Class A Shares | FGFAX | 8% | 7% | - |
Putnam Equity Income Fund Class A | PEYAX | 11% | 14% | 17% |
PIMCO Total Return Fund Class A | PTTAX | 33% | 14% | - |
AB Equity Income Fund Class A | AUIAX | - | - | 7% |
AllianzGI NFJ Small-Cap Value Fund Class A | PCVAX | - | - | 9% |
BlackRock Capital Appreciation Fund Investor A Shares | MDFGX | - | - | 8% |
Nuveen Mid Cap Growth Opportunities Fund Class A | FRSLX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |