Johns Hopkins University 403(b) Plan, American Century
Performance
HelpPortfolio Return | 23.48% | 43.45% | 74.58% |
Comparable Target-Date Fund [why this comparison?] |
30.11% Target-Date 2020 |
65.21% Target-Date 2030 |
104.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$6,628 (-6.63%) | -$21,760 (-21.76%) | -$30,177 (-30.18%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Century Investments Ginnie Mae Fund Investor Class | BGNMX | 32% | 14% | - |
American Century High-Yield Fund Investor Class | ABHIX | 12% | 7% | - |
American Century Income and Growth Fund Investor Class | BIGRX | 11% | 16% | 23% |
American Century Value Fund Investor Class | TWVLX | 14% | 18% | 15% |
American Century Ultra Fund Investor Class | TWCUX | 18% | 13% | 10% |
American Century International Value Fund Investor Class | ACEVX | 13% | 13% | - |
American Century Sustainable Equity Fund Investor Class | AFDIX | - | 8% | 22% |
American Century Growth Fund Investor Class | TWCGX | - | 11% | 10% |
American Century Select Fund Investor Class | TWCIX | - | - | 7% |
American Century Small Company Fund Investor Class | ASQIX | - | - | 9% |
American Century Small Cap Value Fund Investor Class | ASVIX | - | - | 4% |
Total Portfolio | 100% | 100% | 100% |