Sutter Health 403(B) Match Savings Plan
Performance
HelpPortfolio Return | 50.97% | 92.84% | 159.41% |
Comparable Target-Date Fund [why this comparison?] |
33.36% Target-Date 2020 |
70.88% Target-Date 2030 |
113.58% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,606 (+17.61%) | +$21,961 (+21.96%) | +$45,834 (+45.83%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dodge & Cox Stock Fund | DODGX | 6% | 9% | 9% |
Fidelity Balanced Fund Class K | FBAKX | 21% | 27% | - |
Fidelity U.S. Bond Index | FXNAX | 9% | - | - |
Fidelity 500 Index | FXAIX | 13% | 34% | 62% |
Fidelity Freedom 2015 Fund Class K | FSNLX | 18% | - | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 10% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 23% | 30% | - |
Fidelity Extended Market Index | FSMAX | - | - | 11% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | - | - | 13% |
Fidelity Value Fund Class K | FVLKX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |