Philadelphia Insurance Companies Plan
Performance
HelpPortfolio Return | 14.03% | 95.36% | 123.94% |
Comparable Target-Date Fund [why this comparison?] |
43.38% Target-Date 2020 |
86.96% Target-Date 2030 |
136.69% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$29,351 (-29.35%) | +$8,394 (+8.39%) | -$12,759 (-12.76%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Contrafund Fund | FCNTX | 10% | 9% | 7% |
Metropolitan West High Yield Bond Fund Class Institutional | MWHIX | 12% | 10% | - |
Oppenheimer Developing Markets Fund Class Y | ODVYX | 8% | 7% | - |
PIMCO Total Return Fund Administrative Class | PTRAX | 14% | - | - |
T. Rowe Price Mid-Cap Value Fund | TRMCX | 17% | 14% | 15% |
JPMorgan U.S. Equity Fund Select Class | JUESX | 10% | 12% | 17% |
JPMorgan Government Bond Fund Select Class | HLGAX | 4% | - | - |
Fidelity U.S. Bond Index | FXNAX | 14% | 12% | - |
Fidelity 500 Index | FXAIX | 11% | 29% | 50% |
Fidelity Extended Market Index | FSMAX | - | 7% | 11% |
Total Portfolio | 100% | 100% | 100% |