AETNA HSA
Performance
HelpPortfolio Return | 63.14% | 104.46% | 159.63% |
Comparable Target-Date Fund [why this comparison?] |
42.61% Target-Date 2020 |
85.80% Target-Date 2030 |
135.40% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,535 (+20.53%) | +$18,658 (+18.66%) | +$24,232 (+24.23%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock International Index Fund Investor A Shares | MDIIX | 11% | 11% | 8% |
JPMorgan Equity Index Fund Class A | OGEAX | 26% | 47% | 77% |
Principal Strategic Asset Management Flexible Income Fund R-4 Class | PFILX | 22% | 9% | - |
Principal Strategic Asset Management Balanced Fund R-4 Class | PSBLX | 25% | 20% | - |
JPMorgan Core Bond Fund Class A | PGBOX | 16% | 6% | - |
JPMorgan Small Cap Equity Fund Class A | VSEAX | - | 7% | 15% |
Total Portfolio | 100% | 100% | 100% |