Radiology Associates, Llc 401(K) Plan
Performance
HelpPortfolio Return | 50.80% | 92.34% | 168.01% |
Comparable Target-Date Fund [why this comparison?] |
33.59% Target-Date 2020 |
70.35% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,212 (+17.21%) | +$21,985 (+21.99%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 26% | 16% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 17% | 9% | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 13% | 12% | 14% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 11% | - | - |
John Hancock Bond Fund Class I | JHBIX | 11% | 7% | - |
Fidelity 500 Index | FXAIX | 7% | 28% | 70% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | 15% | 15% | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 6% | - |
JPMorgan Dynamic Small Cap Growth Fund Select Class | JDSCX | - | 7% | 16% |
Total Portfolio | 100% | 100% | 100% |