Guild Mortgage Company Profit Sharing 401(K) Plan
Performance
HelpPortfolio Return | 11.38% | 34.95% | 95.62% |
Comparable Target-Date Fund [why this comparison?] |
39.70% Target-Date 2020 |
80.61% Target-Date 2030 |
126.97% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$28,323 (-28.32%) | -$45,664 (-45.66%) | -$31,347 (-31.35%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor High Income Advantage Fund Class T | FAHYX | 9% | - | - |
Parnassus Core Equity Fund - Investor Shares | PRBLX | 10% | 12% | 10% |
PIMCO GNMA Fund Class A | PAGNX | 26% | 13% | - |
PIMCO Total Return Fund Class R | PTRRX | 7% | - | - |
Principal LargeCap Growth Fund I R-4 Class | PPUSX | 13% | 17% | 18% |
Schwab S&P 500 Index Fund | SWPPX | 8% | 22% | 44% |
Scout International Fund | UMBWX | 13% | 15% | 11% |
Invesco Equity and Income Fund Class A | ACEIX | 14% | 21% | - |
Victory Sycamore Established Value Fund Class R | GETGX | - | - | 17% |
Total Portfolio | 100% | 100% | 100% |