Five Star Quality Care, Inc. 401(K)Retirement Plan
Performance
HelpPortfolio Return | 38.48% | 53.85% | 56.11% |
Comparable Target-Date Fund [why this comparison?] |
11.25% Target-Date 2020 |
31.33% Target-Date 2030 |
55.47% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,230 (+27.23%) | +$22,519 (+22.52%) | +$639 (+0.64%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
MFS Moderate Allocation Fund Class R3 | MAMHX | 94% | - | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 6% | 18% | 58% |
MFS Growth Allocation Fund Class R3 | MAGEX | - | 82% | 42% |
Total Portfolio | 100% | 100% | 100% |