Promedica Health System, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 20.98% | 40.92% | 68.87% |
Comparable Target-Date Fund [why this comparison?] |
1.25% Target-Date 2020 |
24.24% Target-Date 2030 |
49.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,730 (+19.73%) | +$16,684 (+16.68%) | +$19,611 (+19.61%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 39% | 60% | 76% |
BlackRock Total Return Fund Class K | MPHQX | 29% | 15% | - |
Dodge & Cox International Stock Fund | DODFX | 14% | 16% | 13% |
PIMCO All Asset Fund Institutional Class | PAAIX | 10% | 9% | - |
Vanguard Federal Money Market Fund Investor Shares | VMFXX | 8% | - | - |
Vanguard Mid-Cap Index Fund Institutional Shares | VMCIX | - | - | 5% |
William Blair Small-Mid Cap Growth Fund Class I | WSMDX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |