At&T Savings And Security Plan
Performance
HelpPortfolio Return | 57.59% | -83.26% | -50.62% |
Comparable Target-Date Fund [why this comparison?] |
26.91% Target-Date 2020 |
0.00% Target-Date 2030 |
0.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$30,683 (+30.68%) | -$83,263 (-83.26%) | -$50,623 (-50.62%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Large Cap US Stock Index | 23% | 36% | 56% | |
AT&T Total Return Bond | 10% | - | - | |
SM & MID US Stock Index | 6% | 10% | 18% | |
AT&T Asset Allocation Retirement | 6% | - | - | |
AT&T Asset Allocation 2015 | 18% | 9% | - | |
AT&T Asset Allocation 2020 | 9% | - | - | |
AT&T Asset Allocation 2025 | 21% | 22% | - | |
AT&T Asset Allocation 2030 | 7% | 15% | - | |
Total US Stock Index | - | 8% | 16% | |
AT&T Asset Allocation 2040 | - | - | 10% | |
Total Portfolio | 100% | 100% | 100% |