Partners Healthcare Group, Llc 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | -35.03% | -15.25% | 55.39% |
Comparable Target-Date Fund [why this comparison?] |
-6.54% Target-Date 2020 |
12.53% Target-Date 2030 |
32.67% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$28,485 (-28.49%) | -$27,773 (-27.77%) | +$22,719 (+22.72%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | 7% | 11% | 17% |
Vanguard Institutional Index Fund Institutional Shares | VINIX | 10% | 30% | 69% |
BlackRock U.S. Total Bond Index Fund Class K Shares | WFBIX | 14% | - | - |
PIMCO Global Advantage Strategy Bond Fund Institutional Class | PSAIX | 13% | 13% | - |
JPMorgan Global Allocation Fund Class R2 | GAONX | 12% | 11% | - |
Vanguard Institutional Target Retirement 2015 Fund Institutional Shares | VITVX | 5% | - | - |
Vanguard Institutional Target Retirement 2025 Fund Institutional Shares | VRIVX | 12% | - | - |
Vanguard Institutional Target Retirement 2050 Fund Institutional Shares | VTRLX | 27% | 35% | - |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | - | - | 7% |
Artisan Global Value Fund Institutional Class | APHGX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |