Blue Cross Blue Shield Of Sc Employee Savings And Salary Reduction Plan
Performance
HelpPortfolio Return | 20.52% | 38.67% | 59.49% |
Comparable Target-Date Fund [why this comparison?] |
11.48% Target-Date 2020 |
38.53% Target-Date 2030 |
68.99% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$9,043 (+9.04%) | +$137 (+0.14%) | -$9,495 (-9.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Beacon Large Cap Value Fund Class Institutional | AADEX | 13% | 11% | 19% |
T. Rowe Price Growth Stock Fund | PRGFX | 13% | 23% | 40% |
Fidelity U.S. Bond Index | FXNAX | 35% | 15% | - |
Fidelity Freedom 2035 Fund Class K | FSNUX | 22% | 16% | - |
Fidelity Freedom 2040 Fund Class K | FSNVX | 17% | 15% | - |
Diamond Hill Large Cap Fund Class I | DHLRX | - | 11% | 20% |
PRIMECAP Odyssey Stock Fund | POSKX | - | 9% | 21% |
Total Portfolio | 100% | 100% | 100% |