Urology Healthcare Group 401(k) plan
Performance
HelpPortfolio Return | 53.08% | 94.26% | 137.11% |
Comparable Target-Date Fund [why this comparison?] |
30.77% Target-Date 2020 |
66.72% Target-Date 2030 |
108.04% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,313 (+22.31%) | +$27,542 (+27.54%) | +$29,077 (+29.08%) |
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% |