uhc hsa
Performance
HelpPortfolio Return | 28.67% | 61.23% | 117.98% |
Comparable Target-Date Fund [why this comparison?] |
32.08% Target-Date 2020 |
81.40% Target-Date 2030 |
109.46% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$3,412 (-3.41%) | -$20,178 (-20.18%) | +$8,522 (+8.52%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Investor Class | VFINX | 20% | 36% | 61% |
Vanguard Global Equity Fund Investor Shares | VHGEX | 17% | 24% | 17% |
John Hancock Focused High Yield Fund Class A | JHHBX | 7% | - | - |
John Hancock Fundamental Large Cap Core Fund Class A | TAGRX | 8% | 10% | 12% |
PIMCO All Asset Fund Class A | PASAX | 7% | - | - |
PIMCO GNMA Fund Class A | PAGNX | 35% | 22% | - |
PIMCO StocksPLUS Small Fund Class A | PCKAX | 6% | 8% | 10% |
Total Portfolio | 100% | 100% | 100% |