Amedisys Holding Llc 401(K) Plan
Performance
HelpPortfolio Return | 21.79% | 34.48% | 33.98% |
Comparable Target-Date Fund [why this comparison?] |
13.24% Target-Date 2020 |
41.16% Target-Date 2030 |
63.48% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$8,549 (+8.55%) | -$6,679 (-6.68%) | -$29,499 (-29.50%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Century Government Bond Fund Investor Class | CPTNX | 8% | - | - |
American Century Government Bond Fund Class A | ABTAX | 14% | - | - |
BlackRock Global Allocation Fund, Inc. Investor A Shares | MDLOX | 40% | 33% | - |
Davis New York Venture Fund Class A | NYVTX | 13% | 12% | 27% |
Davis New York Venture Fund Class Y | DNVYX | 13% | 12% | 28% |
Oakmark Equity And Income Fund Class I | OAKBX | 12% | 20% | - |
BlackRock Basic Value Fund Investor A Shares | MDBAX | - | 5% | 14% |
BlackRock Capital Appreciation Fund Institutional Shares | MAFGX | - | 10% | 17% |
BlackRock Capital Appreciation Fund Investor A Shares | MDFGX | - | 8% | 14% |
Total Portfolio | 100% | 100% | 100% |