HCA 401(K) Plan
Performance
HelpPortfolio Return | -95.88% | 35.57% | 239.74% |
Comparable Target-Date Fund [why this comparison?] |
71.33% Target-Date 2020 |
130.01% Target-Date 2030 |
197.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$167,210 (-167.21%) | -$94,437 (-94.44%) | +$42,476 (+42.48%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
5-To-Go Fund | 44% | 22% | - | |
Large Company Growth Index Fund | 2% | 13% | 21% | |
Investment Grade Bond Index Fund | 18% | 6% | - | |
45-To-Go Fund | 36% | 37% | - | |
S&P 500 Index Fund | - | 6% | 41% | |
Large Company Value Index Fund | - | 16% | 18% | |
Emerging Markets Stock Index Fund | - | - | 6% | |
Small Company Value Index Fund | - | - | 6% | |
Small Company Growth Index Fund | - | - | 8% | |
Total Portfolio | 100% | 100% | 100% |