United Surgical Partners International Inc. 401(K) Plan
Performance
HelpPortfolio Return | 36.60% | 63.53% | 97.91% |
Comparable Target-Date Fund [why this comparison?] |
26.30% Target-Date 2020 |
58.79% Target-Date 2030 |
95.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,305 (+10.31%) | +$4,733 (+4.73%) | +$2,815 (+2.82%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock Mid Cap Value Opportunities Fund Class R Shares | MRRFX | 11% | 15% | 14% |
VY Invesco Comstock Portfolio Class A | IVKAX | 7% | 10% | 11% |
PIMCO Total Return Fund Administrative Class | PTRAX | 43% | 21% | - |
SSgA S&P 500 Index Fund N Class | SVSPX | 10% | 16% | 25% |
Thornburg International Value Fund Class R5 | TIVRX | 10% | 9% | 6% |
Janus Forty Fund Class A | JDCAX | 19% | 29% | 35% |
JPMorgan Dynamic Small Cap Growth Fund Class A | VSCOX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |