Uc Health 401(K) Retirement Savings Plan
Performance
HelpPortfolio Return | 17.25% | 40.11% | 78.53% |
Comparable Target-Date Fund [why this comparison?] |
10.67% Target-Date 2020 |
37.82% Target-Date 2030 |
68.51% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$6,579 (+6.58%) | +$2,284 (+2.28%) | +$10,015 (+10.01%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Principal LargeCap S&P 500 Index Fund R-5 Class | PLFPX | 14% | 37% | 70% |
Principal LifeTime 2020 Fund Institutional Class | PLWIX | 27% | - | - |
Principal LifeTime 2015 Fund Institutional Class | LTINX | 18% | - | - |
Principal LifeTime 2035 Fund Institutional Class | LTIUX | 13% | 44% | - |
Principal LifeTime 2025 Fund Institutional Class | LTSTX | 28% | 19% | - |
American Funds New Perspective Fund Class R-4 | RNPEX | - | - | 16% |
Principal SmallCap Value Fund II R-5 Class | PLARX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |