Wetzel County Hospital 401(k)
Performance
HelpPortfolio Return | 59.87% | 89.98% | 118.31% |
Comparable Target-Date Fund [why this comparison?] |
61.42% Target-Date 2020 |
110.30% Target-Date 2030 |
166.65% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$1,551 (-1.55%) | -$20,325 (-20.33%) | -$48,341 (-48.34%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class A | AGTHX | 12% | 16% | 11% |
Prudential Balanced Fund Class A | PIBAX | 17% | 17% | - |
Prudential Government Income Fund Class A | PGVAX | 16% | 11% | - |
Prudential QMA Stock Index Fund Class A | PSIAX | 15% | 31% | 52% |
Prudential QMA International Equity Fund Class A | PJRAX | 13% | 12% | 5% |
PIMCO Total Return Fund Class A | PTTAX | 17% | - | - |
Invesco Growth and Income Fund Class A | ACGIX | 10% | 13% | 24% |
Prudential Jennison Growth Fund Class A | PJFAX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |