Evergreen Rehabilitation, Llc 401(K) Plan
Performance
HelpPortfolio Return | 47.40% | 60.94% | 75.82% |
Comparable Target-Date Fund [why this comparison?] |
25.26% Target-Date 2020 |
49.17% Target-Date 2030 |
78.40% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,140 (+22.14%) | +$11,767 (+11.77%) | -$2,584 (-2.58%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Equity-Income Fund Admiral Shares | VEIRX | 9% | 20% | 39% |
Dodge & Cox Income Fund | DODIX | 33% | 9% | - |
JPMorgan U.S. Small Company Fund Institutional Class | JUSSX | 11% | 13% | 13% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 15% | 24% | 41% |
American Funds American Balanced Fund Class R-6 | RLBGX | 32% | 34% | - |
Oakmark Fund Class I | OAKMX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |