Connecticut Multispecialty Group 401(K) Savings Plan
Performance
HelpPortfolio Return | 41.26% | 77.87% | 132.55% |
Comparable Target-Date Fund [why this comparison?] |
∞% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-∞ (-∞%) | +$16,988 (+16.99%) | +$33,653 (+33.65%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 12% | 30% | 49% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 21% | 10% | - |
PIMCO Total Return Fund Administrative Class | PTRAX | 20% | 10% | - |
T. Rowe Price Equity Income Fund | PRFDX | 17% | 13% | 15% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 18% | 16% | 9% |
MainStay Large Cap Growth Fund Class R6 | MLRSX | 12% | 11% | 12% |
Fidelity Extended Market Index | FSMAX | - | 10% | 15% |
Total Portfolio | 100% | 100% | 100% |