Savings And Supplemental Retirement Plan Of Novant Health, Inc.
Performance
HelpPortfolio Return | 3.30% | 25.60% | 51.14% |
Comparable Target-Date Fund [why this comparison?] |
49.96% Target-Date 2020 |
96.15% Target-Date 2030 |
149.69% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$46,658 (-46.66%) | -$70,547 (-70.55%) | -$98,547 (-98.55%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class A | AGTHX | 14% | 21% | 16% |
Invesco Developing Markets Fund Class A | GTDDX | 9% | - | - |
MM S&P 500 Index Fund Class Service Class | MMIEX | 20% | 37% | 55% |
PIMCO Total Return Fund Administrative Class | PTRAX | 42% | 22% | - |
Invesco Growth and Income Fund Class A | ACGIX | 15% | 13% | 12% |
Artisan Mid Cap Value Fund Investor Class | ARTQX | - | 7% | 11% |
Janus Forty Fund Class S | JARTX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |