Centura Health 403(b)
Performance
HelpPortfolio Return | 69.12% | 113.28% | 180.34% |
Comparable Target-Date Fund [why this comparison?] |
42.44% Target-Date 2020 |
85.30% Target-Date 2030 |
134.24% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$26,674 (+26.67%) | +$27,977 (+27.98%) | +$46,097 (+46.10%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 13% | 33% | 58% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 8% | - | - |
American Beacon Large Cap Value Fund Investor Class | AAGPX | 10% | 9% | 12% |
Fidelity Contrafund Fund Class K | FCNKX | 7% | 7% | 8% |
PIMCO Total Return Fund Class P | PTTPX | 7% | - | - |
Fidelity Freedom 2015 Fund Class K | FSNLX | 17% | 11% | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 8% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 21% | 21% | - |
Fidelity Freedom 2030 Fund Class K | FSNQX | 9% | 12% | - |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | - | 7% | 14% |
Fidelity Freedom 2040 Fund Class K | FSNVX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |