Hawaii Pacific Health 401(k)
Performance
HelpPortfolio Return | 97.78% | 169.22% | 282.74% |
Comparable Target-Date Fund [why this comparison?] |
69.37% Target-Date 2020 |
123.20% Target-Date 2030 |
183.73% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$28,409 (+28.41%) | +$46,021 (+46.02%) | +$99,006 (+99.01%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Calvert U.S. Large Cap Core Responsible Index Fund Class I | CISIX | 24% | 41% | 58% |
Dodge & Cox Stock Fund | DODGX | 10% | 14% | 9% |
Pioneer Fundamental Growth Fund Class Y | FUNYX | 5% | 8% | 6% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 18% | 18% | 8% |
Metropolitan West Total Return Bond Fund Administrative Class | MWTNX | 43% | 19% | - |
Columbia Small Cap Value Fund II Class Z | NSVAX | - | - | 6% |
Fidelity Extended Market Index | FSMAX | - | - | 6% |
Transamerica Shs -R4- Stock Index Fund | TSTFX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |