Centene Management Corporation Retirement Plan
Performance
(as of 12/31/2014)HelpPortfolio Return | 17.34% | 21.05% | -19.45% |
Comparable Target-Date Fund [why this comparison?] |
17.55% Target-Date 2020 |
24.18% Target-Date 2030 |
28.58% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$205 (-0.20%) | -$3,125 (-3.13%) | -$48,031 (-48.03%) |
Current Recommendations
(as of 12/31/2014)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Beacon Large Cap Value Fund Investor Class | AAGPX | 12% | 16% | 22% |
MFS Mid Cap Value Fund Class R3 | MVCHX | 6% | 11% | 8% |
Invesco Developing Markets Fund R5 Class | GTDIX | 10% | 9% | 9% |
Fidelity Freedom 2005 Fund Class K | FSNJX | 10% | - | - |
Fidelity Freedom 2015 Fund Class K | FSNLX | 9% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 29% | 14% | - |
Fidelity Freedom 2030 Fund Class K | FSNQX | 17% | 12% | - |
Fidelity Total Bond Fund | FTBFX | 7% | - | - |
Fidelity Freedom 2035 Fund Class K | FSNUX | - | 6% | - |
Fidelity Freedom 2040 Fund Class K | FSNVX | - | 9% | 9% |
Fidelity Freedom 2050 Fund Class K | FNSBX | - | 8% | - |
Fidelity Freedom 2055 Fund Class K | FNSDX | - | 8% | 9% |
Fidelity Freedom 2060 Fund Class K | FNSFX | - | 7% | - |
Fidelity Capital Appreciation Fund | FDCAX | - | - | 8% |
Fidelity 500 Index Fund Institutional Class | FXSIX | - | - | 27% |
Fidelity Extended Market Index Fund Premium Class | FSEVX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 12/31/2014)Help- SECTOR
- U.S. Equities - Growth
- U.S. Equities - Core
- U.S. Equities - Value
- International Equities
- Alternative Assets
- Bonds - U.S. Govt.
- Bonds - Credit & Intl.
Conservative
61%
STOCK
Moderate
82%
STOCK
Aggressive
94%
STOCK