Allscripts, LLC. Retirement Savings Plan
Performance
HelpPortfolio Return | 85.08% | 135.46% | 190.34% |
Comparable Target-Date Fund [why this comparison?] |
56.33% Target-Date 2020 |
102.02% Target-Date 2030 |
154.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$28,746 (+28.75%) | +$33,442 (+33.44%) | +$36,083 (+36.08%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
The Hartford Small Company Fund Class A | IHSAX | 11% | 14% | 12% |
MainStay High Yield Corporate Bond Fund Class I | MHYIX | 19% | 27% | - |
MFS Value Fund Class R4 | MEIJX | 8% | 13% | 18% |
PIMCO Total Return Fund Institutional Class | PTTRX | 29% | - | - |
Schwab S&P 500 Index Fund | SWPPX | 33% | 39% | 53% |
MainStay Large Cap Growth Fund Class I | MLAIX | - | 7% | 10% |
RidgeWorth Ceredex Small Cap Value Equity Fund Class Institutional | SCETX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |