Insperity 401K Plan
Performance
HelpPortfolio Return | 22.60% | 47.68% | 72.05% |
Comparable Target-Date Fund [why this comparison?] |
26.30% Target-Date 2020 |
72.07% Target-Date 2030 |
95.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$3,699 (-3.70%) | -$24,389 (-24.39%) | -$23,051 (-23.05%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class R-3 | RGACX | 17% | 20% | - |
Eaton Vance Large-Cap Value Fund Class R | ERSTX | 21% | 28% | 21% |
Voya High Yield Bond Fund Class A | IHYAX | 11% | 7% | - |
JPMorgan U.S. Equity Fund Class R2 | JUEZX | 11% | 20% | 31% |
VY JPMorgan Emerging Markets Equity Portfolio Class A | IJEAX | 8% | 8% | - |
Voya U.S. Bond Index Portfolio Class A | ILUAX | 32% | 13% | - |
Janus Forty Fund Class R | JDCRX | - | 4% | 12% |
Franklin Small Cap Value Fund Class R | FVFRX | - | - | 10% |
MFS Massachusetts Investors Trust Class R2 | MIRTX | - | - | 15% |
Voya Large Cap Growth Portfolio Class A | IEOPX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |