Tidewell Hospice Retirement Plan
Performance
HelpPortfolio Return | 21.69% | 40.67% | 65.96% |
Comparable Target-Date Fund [why this comparison?] |
12.16% Target-Date 2020 |
51.11% Target-Date 2030 |
69.21% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$9,539 (+9.54%) | -$10,441 (-10.44%) | -$3,244 (-3.24%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Selected Value Fund Investor Shares | VASVX | 10% | 12% | 9% |
Columbia Large Cap Index Fund Class Z | NINDX | 24% | 42% | 66% |
Prudential High-Yield Fund Class Z | PHYZX | 7% | 5% | - |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 37% | 17% | - |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | 8% | 7% | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | 14% | 17% | 18% |
Columbia Small Cap Index Fund Class Z | NMSCX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |