Tetra Pak Retirement Savings Plan
Performance
HelpPortfolio Return | 59.19% | 115.73% | 195.54% |
Comparable Target-Date Fund [why this comparison?] |
46.13% Target-Date 2020 |
91.65% Target-Date 2030 |
144.45% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,060 (+13.06%) | +$24,077 (+24.08%) | +$51,091 (+51.09%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Delaware Small Cap Value Fund Class R | DVLRX | 6% | 9% | 13% |
Lord Abbett International Opportunities Fund Class R3 | LINRX | 17% | 17% | 10% |
Schwab S&P 500 Index Fund | SWPPX | 28% | 44% | 63% |
JPMorgan Large Cap Growth Fund Class R6 | JLGMX | 7% | 10% | 14% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 42% | 20% | - |
Total Portfolio | 100% | 100% | 100% |