Health Savings Account
Performance
HelpPortfolio Return | 23.81% | 55.94% | 114.19% |
Comparable Target-Date Fund [why this comparison?] |
13.29% Target-Date 2020 |
41.06% Target-Date 2030 |
72.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,516 (+10.52%) | +$14,879 (+14.88%) | +$42,173 (+42.17%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Principal LifeTime 2030 Fund R-4 Class | PTCSX | 18% | 12% | - |
JPMorgan Equity Index Fund Select Class | HLEIX | 16% | 35% | 78% |
Principal LifeTime 2025 Fund R-4 Class | LTEEX | 40% | 29% | - |
Principal LifeTime 2015 Fund R-4 Class | LTSLX | 22% | - | - |
BlackRock U.S. Total Bond Index Fund Investor A Shares | BMOAX | 4% | - | - |
BlackRock Small Cap Index Fund Investor A Shares | MDSKX | - | 6% | 17% |
Principal LifeTime 2045 Fund R-4 Class | LTRLX | - | 8% | - |
Principal LifeTime 2035 Fund R-4 Class | LTSEX | - | 10% | - |
JPMorgan Large Cap Growth Fund Class A | OLGAX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |