Laboratory Corporation of America Holdings Employees' Retirement Savings Plan
Performance
HelpPortfolio Return | 61.88% | 95.50% | 155.69% |
Comparable Target-Date Fund [why this comparison?] |
53.22% Target-Date 2020 |
97.28% Target-Date 2030 |
147.99% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$8,658 (+8.66%) | -$1,782 (-1.78%) | +$7,696 (+7.70%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 45% | 51% | 71% |
Vanguard Total Bond Market Index Fund Investor Shares | VBMFX | 18% | 9% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 23% | 11% | - |
Thornburg International Value Fund Class R5 | TIVRX | 14% | 10% | 5% |
Fidelity Contrafund Fund | FCNTX | - | 6% | 7% |
Prudential Jennison Small Company Fund Class Z | PSCZX | - | 6% | 9% |
Victory Sycamore Small Company Opportunity Fund Class A | SSGSX | - | 7% | 8% |
Total Portfolio | 100% | 100% | 100% |