Urology Healthcare Group 401(k) plan
Performance
HelpPortfolio Return | 52.92% | 92.66% | 132.31% |
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) |
+$23,321 (+23.32%) | +$28,390 (+28.39%) | +$29,015 (+29.01%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds EuroPacific Growth Fund Class R-4 | REREX | 11% | 10% | 7% |
Columbia Small Cap Value Fund II Class Z | NSVAX | 7% | 8% | 11% |
Metropolitan West Total Return Bond Fund Class M | MWTRX | 44% | 22% | - |
BlackRock Large Cap Index Fund Investor A Shares | BRGAX | 38% | 60% | 74% |
JPMorgan U.S. Large Cap Core Plus Fund Class A Shares | JLCAX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |