Centene Management Corporation Retirement Plan
Performance
HelpPortfolio Return | 37.16% | 60.37% | 100.66% |
Comparable Target-Date Fund [why this comparison?] |
15.08% Target-Date 2020 |
43.97% Target-Date 2030 |
76.32% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,075 (+22.08%) | +$16,395 (+16.39%) | +$24,343 (+24.34%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Total Bond Fund | FTBFX | 10% | - | - |
Deutsche Global Small Cap Fund Class S | SGSCX | 12% | 15% | 17% |
Fidelity 500 Index | FXAIX | 26% | 47% | 64% |
Fidelity Freedom Income Class K | FNSHX | 17% | - | - |
Fidelity Freedom 2015 Fund Class K | FSNLX | 19% | 19% | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 16% | 19% | - |
Fidelity Capital Appreciation Fund | FDCAX | - | - | 9% |
American Beacon Large Cap Value Fund Investor Class | AAGPX | - | - | 6% |
Fidelity Extended Market Index | FSMAX | - | - | 4% |
Total Portfolio | 100% | 100% | 100% |