Osf Saint Francis, Inc. 401(K) Plan And Trust
Performance
HelpPortfolio Return | 20.19% | 105.35% | 195.06% |
Comparable Target-Date Fund [why this comparison?] |
42.81% Target-Date 2020 |
85.91% Target-Date 2030 |
135.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$22,626 (-22.63%) | +$19,447 (+19.45%) | +$60,058 (+60.06%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 5% | 20% | 61% |
Vanguard Target Retirement 2015 Fund Investor Shares | VTXVX | 22% | - | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 45% | 22% | - |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 7% | 8% | 13% |
PIMCO Total Return Fund Institutional Class | PTTRX | 9% | 4% | - |
T. Rowe Price Mid-Cap Value Fund | TRMCX | 12% | 14% | 19% |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | - | 14% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | - | 18% | - |
Dodge & Cox Stock Fund | DODGX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |