The Health Care Service Corporation, The Represented 401K Plan
Performance
HelpPortfolio Return | -5.35% | -65.19% | 34.90% |
Comparable Target-Date Fund [why this comparison?] |
17.67% Target-Date 2020 |
47.31% Target-Date 2030 |
80.39% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$23,016 (-23.02%) | -$112,492 (-112.49%) | -$45,485 (-45.48%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
iShares 3-7 Year Treasury Bond ETF | IEI | 42% | 21% | - |
Dodge & Cox International Stock Fund | DODFX | 17% | 14% | 10% |
Prudential QMA Stock Index Fund Class I | PDSIX | 22% | 41% | 58% |
LSV Value Equity Fund | LSVEX | 9% | 9% | 13% |
Prudential Jennison Growth Fund Class R | PJGRX | 10% | 9% | 10% |
AMG TimesSquare Small Cap Growth Fund Class I | TSCIX | - | 6% | 9% |
Total Portfolio | 100% | 100% | 100% |