Blue Shield of California
Performance
(as of 12/31/2016)HelpPortfolio Return | 9.37% | 11.20% | 14.85% |
Comparable Target-Date Fund [why this comparison?] |
10.67% Target-Date 2020 |
16.33% Target-Date 2030 |
20.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$1,295 (-1.30%) | -$5,136 (-5.14%) | -$5,171 (-5.17%) |
Current Recommendations
(as of 12/31/2016)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dodge & Cox Stock Fund | DODGX | 13% | 18% | 22% |
Harbor Mid Cap Value Fund Institutional Class | HAMVX | 19% | 26% | 34% |
Meridian Small Cap Growth Fund A Class | MSGAX | 8% | 8% | - |
Vanguard Emerging Markets Stock Index Fund Institutional Shares | VEMIX | 26% | 25% | 25% |
Fidelity U.S. Bond Index Fund Institutional Premium Class | FXNAX | 25% | 14% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 9% | - | - |
T. Rowe Price Growth Stock Fund | PRGFX | - | 9% | 19% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 12/31/2016)Help- SECTOR
- U.S. Equities - Growth
- U.S. Equities - Core
- U.S. Equities - Value
- International Equities
- Alternative Assets
- Bonds - U.S. Govt.
- Bonds - Credit & Intl.
Conservative
64%
STOCK
Moderate
83%
STOCK
Aggressive
99%
STOCK