Cracker Barrel Stores 401(K) Plan
Performance
HelpPortfolio Return | 9.65% | 52.78% | 151.40% |
Comparable Target-Date Fund [why this comparison?] |
46.34% Target-Date 2020 |
92.06% Target-Date 2030 |
144.96% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$36,688 (-36.69%) | -$39,282 (-39.28%) | +$6,448 (+6.45%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Equity Dividend Fund Investor A Shares | MDDVX | 10% | 9% | 13% |
BlackRock Global Allocation Fund, Inc. Investor A Shares | MDLOX | 26% | 22% | - |
JPMorgan SmartRetirement Income Fund Class A Shares | JSRAX | 19% | 7% | - |
MainStay S&P 500 Index Fund Class I | MSPIX | 16% | 27% | 50% |
PIMCO Total Return Fund Administrative Class | PTRAX | 9% | - | - |
John Hancock Balanced Fund Class R3 | JBAHX | 20% | 15% | - |
American Century Growth Fund A Class | TCRAX | - | 11% | 21% |
JPMorgan Mid Cap Value Fund Class A | JAMCX | - | 9% | 16% |
Total Portfolio | 100% | 100% | 100% |