Cigna HSA
Performance
HelpPortfolio Return | 22.81% | 46.61% | 77.05% |
Comparable Target-Date Fund [why this comparison?] |
16.76% Target-Date 2020 |
32.71% Target-Date 2030 |
54.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$6,052 (+6.05%) | +$13,895 (+13.89%) | +$22,947 (+22.95%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Principal LifeTime 2030 Fund R-4 Class | PTCSX | 18% | 12% | - |
JPMorgan Equity Index Fund Select Class | HLEIX | 16% | 35% | 78% |
Principal LifeTime 2025 Fund R-4 Class | LTEEX | 40% | 29% | - |
Principal LifeTime 2015 Fund R-4 Class | LTSLX | 22% | - | - |
BlackRock U.S. Total Bond Index Fund Investor A Shares | BMOAX | 4% | - | - |
BlackRock Small Cap Index Fund Investor A Shares | MDSKX | - | 6% | 17% |
Principal LifeTime 2045 Fund R-4 Class | LTRLX | - | 8% | - |
Principal LifeTime 2035 Fund R-4 Class | LTSEX | - | 10% | - |
JPMorgan Large Cap Growth Fund Class A | OLGAX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |