Hyland Software 401(K) Plan
Performance
HelpPortfolio Return | 24.36% | 35.60% | 45.89% |
Comparable Target-Date Fund [why this comparison?] |
-2.66% Target-Date 2020 |
18.54% Target-Date 2030 |
42.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,022 (+27.02%) | +$17,057 (+17.06%) | +$3,276 (+3.28%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Artisan International Value Fund Investor Class | ARTKX | 9% | 6% | - |
American Funds New World Fund Class R-5 | RNWFX | 22% | 30% | 26% |
BlackRock Strategic Income Opportunities Portfolio Institutional Shares | BSIIX | 27% | 11% | - |
DoubleLine Low Duration Bond Fund Class I | DBLSX | 14% | 6% | - |
JPMorgan Equity Income Fund Class R6 | OIEJX | 28% | 47% | 74% |
Total Portfolio | 100% | 100% | 100% |