Mcdonalds Corporation Profit Sharing And Savings Plan
Performance
HelpPortfolio Return | 15.47% | 122.95% | 178.98% |
Comparable Target-Date Fund [why this comparison?] |
-6.90% Target-Date 2020 |
11.73% Target-Date 2030 |
30.78% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,368 (+22.37%) | +$111,219 (+111.22%) | +$148,200 (+148.20%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Large Cap Equity Index Fund | 28% | 44% | 60% | |
Growth Fund | 5% | 9% | 13% | |
Bond Index Fund | 32% | 12% | - | |
Small & Mid Cap Equity Index Fund | 11% | 15% | 22% | |
International Equity Index Fund | 13% | 12% | 5% | |
Income Fund | 11% | 8% | - | |
Total Portfolio | 100% | 100% | 100% |