Steward Health Care 401(K) Retirement Savings Plan
Performance
HelpPortfolio Return | 1.85% | 21.98% | 61.14% |
Comparable Target-Date Fund [why this comparison?] |
-6.68% Target-Date 2020 |
12.40% Target-Date 2030 |
32.64% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$8,528 (+8.53%) | +$9,576 (+9.58%) | +$28,496 (+28.50%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
PIMCO Total Return Fund Institutional Class | PTTRX | 5% | - | - |
Parnassus Core Equity Fund - Institutional Shares | PRILX | 8% | 9% | 11% |
Fidelity U.S. Bond Index | FXNAX | 6% | - | - |
Fidelity 500 Index | FXAIX | 17% | 34% | 67% |
Fidelity Freedom 2015 Fund Class K | FSNLX | 13% | 8% | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 10% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 24% | 22% | - |
Fidelity Freedom 2030 Fund Class K | FSNQX | 17% | 16% | - |
Fidelity Extended Market Index | FSMAX | - | 11% | 22% |
Total Portfolio | 100% | 100% | 100% |