Baptist Health South Florida, Inc. 403(B) Employee Retirement Plan
Performance
HelpPortfolio Return | 47.35% | 73.11% | 129.48% |
Comparable Target-Date Fund [why this comparison?] |
27.05% Target-Date 2020 |
60.26% Target-Date 2030 |
97.60% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,295 (+20.30%) | +$12,848 (+12.85%) | +$31,882 (+31.88%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 42% | 51% | 71% |
Legg Mason BW Global Opportunities Bond Fund Class I | GOBIX | 13% | 11% | - |
LSV Value Equity Fund | LSVEX | 3% | 7% | 8% |
PIMCO Total Return Fund Administrative Class | PTRAX | 35% | 15% | - |
JPMorgan Small Cap Value Fund Select Class | PSOPX | 7% | 7% | 9% |
Wells Fargo Growth Fund - Class Inst | SGRNX | - | 9% | 12% |
Total Portfolio | 100% | 100% | 100% |