Insight Global, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 30.65% | 47.12% | 47.47% |
Comparable Target-Date Fund [why this comparison?] |
-10.36% Target-Date 2020 |
16.45% Target-Date 2030 |
26.69% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$41,009 (+41.01%) | +$30,670 (+30.67%) | +$20,780 (+20.78%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Emerging Markets Fund Institutional Shares | MADCX | 7% | 7% | 8% |
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class | PFORX | 11% | 9% | - |
Fidelity Small Cap Index | FSSNX | 9% | 11% | 14% |
Fidelity 500 Index | FXAIX | 20% | 41% | 65% |
Fidelity Freedom Index 2005 Fund Investor Class | FJIFX | 16% | - | - |
Fidelity Freedom Index 2015 Fund Investor Class | FLIFX | 27% | 10% | - |
Columbia Balanced Fund Class R5 | CLREX | 10% | 16% | - |
T. Rowe Price Overseas Stock Fund | TROSX | - | 6% | - |
American Beacon Large Cap Value Fund Class Institutional | AADEX | - | - | 7% |
Columbia Global Technology Growth Fund Class R5 | CTHRX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |