Cagle's Inc 401(K) Plan
Performance
HelpPortfolio Return | 72.93% | 142.32% | 237.94% |
Comparable Target-Date Fund [why this comparison?] |
40.53% Target-Date 2020 |
82.58% Target-Date 2030 |
130.86% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$32,400 (+32.40%) | +$59,741 (+59.74%) | +$107,080 (+107.08%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Precious Metals And Mining Fund Investor Shares | VGPMX | 11% | 12% | 9% |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | 27% | 13% | - |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 36% | 64% | 91% |
American Funds American Balanced Fund Class R-5 | RLBFX | 14% | - | - |
American Funds American High-Income Trust Class R-5 | RITFX | 12% | 11% | - |
Total Portfolio | 100% | 100% | 100% |