Methodist Health System 403B Plan
Performance
HelpPortfolio Return | 59.20% | 107.12% | 190.88% |
Comparable Target-Date Fund [why this comparison?] |
36.51% Target-Date 2020 |
74.93% Target-Date 2030 |
118.59% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,697 (+22.70%) | +$32,194 (+32.19%) | +$72,287 (+72.29%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Large Cap Stock Fund | FLCSX | 20% | 14% | 21% |
Fidelity Freedom 2015 Fund Class K | FSNLX | 32% | 3% | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 48% | 41% | - |
Fidelity 500 Index | FXAIX | - | 42% | - |
Fidelity Trend Fund | FTRNX | - | - | 8% |
Fidelity Total Market Index | FSKAX | - | - | 71% |
Total Portfolio | 100% | 100% | 100% |