Moses Cone Hospital 403b Plan
Performance
HelpPortfolio Return | 70.89% | 126.75% | 202.60% |
Comparable Target-Date Fund [why this comparison?] |
48.93% Target-Date 2020 |
95.13% Target-Date 2030 |
148.11% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$21,963 (+21.96%) | +$31,622 (+31.62%) | +$54,492 (+54.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 19% | 36% | 58% |
Fidelity Contrafund Fund | FCNTX | 11% | 13% | 12% |
Dodge & Cox Balanced Fund | DODBX | 16% | 17% | - |
Oakmark International Small Cap Fund Class I | OAKEX | 10% | 10% | 7% |
PIMCO Total Return Fund Institutional Class | PTTRX | 38% | 16% | - |
Selected American Shares Fund Class D | SLADX | 6% | 8% | 7% |
Dodge & Cox Stock Fund | DODGX | - | - | 8% |
Royce Total Return Fund Institutional Class | RTRIX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |