Iasis Healthcare, Llc 401(K) Retirement Plan
Performance
HelpPortfolio Return | 31.53% | 51.80% | 60.31% |
Comparable Target-Date Fund [why this comparison?] |
26.96% Target-Date 2020 |
60.35% Target-Date 2030 |
98.16% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,573 (+4.57%) | -$8,549 (-8.55%) | -$37,851 (-37.85%) |
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% |