Iasis Healthcare, Llc 401(K) Retirement Plan
Performance
HelpPortfolio Return | 31.34% | 51.11% | 58.94% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,574 (+4.57%) | -$8,482 (-8.48%) | -$37,408 (-37.41%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 37% | 19% | - |
Janus Overseas Fund Class S | JIGRX | 11% | 11% | 6% |
Janus Balanced Fund Class T | JABAX | 10% | - | - |
American Funds The Growth Fund of America Class R-4 | RGAEX | 13% | 18% | 7% |
Invesco Comstock Fund Class A | ACSTX | 12% | 14% | 13% |
Wells Fargo Index Fund - Class Admin | WFIOX | 17% | 38% | 59% |
Victory Diversified Stock Fund Class A | SRVEX | - | - | 8% |
Wells Fargo Emerging Growth Fund - Class Admin | WFGDX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |