The Queen's Health Systems Retirement Savings Plan
Performance
HelpPortfolio Return | -22.86% | 7.42% | 122.61% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$52,459 (-52.46%) | -$56,847 (-56.85%) | +$19,321 (+19.32%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Government Income Fund | FGOVX | 6% | - | - |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 21% | 11% | - |
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class | PFORX | 9% | 6% | - |
JPMorgan Large Cap Growth Fund Class R6 | JLGMX | 6% | 7% | 10% |
Vanguard Institutional Target Retirement 2035 Fund Institutional Shares | VITFX | 12% | - | - |
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares | VTRLX | 36% | 42% | - |
T. Rowe Price Equity Income Fund I Class | REIPX | 10% | 10% | 14% |
Fidelity Extended Market Index | FSMAX | - | 7% | 14% |
Fidelity 500 Index | FXAIX | - | 17% | 54% |
Fidelity Total International Index | FTIHX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |