Envision Healthcare Corporation 401(K) Plan
Performance
HelpPortfolio Return | 6.52% | 47.96% | 95.04% |
Comparable Target-Date Fund [why this comparison?] |
9.04% Target-Date 2020 |
36.65% Target-Date 2030 |
68.43% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$2,520 (-2.52%) | +$11,305 (+11.31%) | +$26,613 (+26.61%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 10% | 1% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 22% | 17% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 18% | - | - |
T. Rowe Price Institutional Large Cap Growth Fund | TRLGX | 2% | 8% | 11% |
Fidelity U.S. Bond Index | FXNAX | 16% | 8% | - |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | 32% | 23% | - |
Dodge & Cox Stock Fund | DODGX | - | 11% | 7% |
Fidelity 500 Index | FXAIX | - | 17% | 60% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | - | 15% | - |
DFA U.S. Targeted Value Portfolio Institutional Class | DFFVX | - | - | 6% |
Fidelity Extended Market Index | FSMAX | - | - | 8% |
Fidelity Total International Index | FTIHX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |