Savings And Supplemental Retirement Plan Of Novant Health, Inc.
Performance
HelpPortfolio Return | -0.04% | 21.05% | 44.81% |
Comparable Target-Date Fund [why this comparison?] |
45.75% Target-Date 2020 |
89.03% Target-Date 2030 |
138.72% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$45,796 (-45.80%) | -$67,977 (-67.98%) | -$93,902 (-93.90%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class A | AGTHX | 14% | 21% | 16% |
Invesco Developing Markets Fund Class A | GTDDX | 9% | - | - |
MM S&P 500 Index Fund Class Service Class | MMIEX | 20% | 37% | 55% |
PIMCO Total Return Fund Administrative Class | PTRAX | 42% | 22% | - |
Invesco Growth and Income Fund Class A | ACGIX | 15% | 13% | 12% |
Artisan Mid Cap Value Fund Investor Class | ARTQX | - | 7% | 11% |
Janus Forty Fund Class S | JARTX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |