Lahey Clinic 403(B) Retirement Savings Plan
Performance
HelpPortfolio Return | 22.89% | 43.02% | 83.05% |
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) |
+$21,633 (+21.63%) | +$18,786 (+18.79%) | +$33,793 (+33.79%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Growth Index Fund Admiral Shares | VIGAX | 8% | 12% | 19% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 23% | 10% | - |
Vanguard Value Index Fund Admiral Shares | VVIAX | 16% | 27% | 29% |
Dodge & Cox Income Fund | DODIX | 17% | 7% | - |
Fidelity Contrafund Fund Class K | FCNKX | 9% | 9% | - |
Fidelity Low-Priced Stock Fund Class K | FLPKX | 6% | 7% | 7% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 12% | 12% | 6% |
Fidelity Freedom 2055 Fund Class K | FNSDX | 9% | 10% | - |
Fidelity Growth Company Fund Class K | FGCKX | - | 6% | 8% |
Vanguard Mid-Cap Index Fund Admiral Shares | VIMAX | - | - | 6% |
Fidelity 500 Index | FXAIX | - | - | 25% |
Total Portfolio | 100% | 100% | 100% |