Cigna HSA Bank Investments Mutual Funds
Performance
HelpPortfolio Return | 22.08% | 41.74% | 66.40% |
Comparable Target-Date Fund [why this comparison?] |
-2.99% Target-Date 2020 |
18.44% Target-Date 2030 |
42.17% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$25,070 (+25.07%) | +$23,300 (+23.30%) | +$24,223 (+24.22%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 22% | 36% | 56% |
Vanguard LifeStrategy Moderate Growth Fund Investor Shares | VSMGX | 22% | - | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 14% | - | - |
DFA International Core Equity Portfolio Institutional Class | DFIEX | 18% | 19% | 12% |
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class | PFORX | 11% | 13% | - |
PIMCO Floating Income Fund Institutional Class | PFIIX | 9% | 9% | - |
T. Rowe Price Blue Chip Growth I | TBCIX | 4% | 10% | 10% |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | 7% | 12% |
Diamond Hill Large Cap Fund Class I | DHLRX | - | 6% | 10% |
Total Portfolio | 100% | 100% | 100% |