Allscripts, LLC. Retirement Savings Plan
Performance
HelpPortfolio Return | 80.77% | 130.23% | 183.12% |
Comparable Target-Date Fund [why this comparison?] |
52.99% Target-Date 2020 |
96.73% Target-Date 2030 |
146.97% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,774 (+27.77%) | +$33,498 (+33.50%) | +$36,146 (+36.15%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
The Hartford Small Company Fund Class A | IHSAX | 11% | 14% | 12% |
MainStay High Yield Corporate Bond Fund Class I | MHYIX | 19% | 27% | - |
MFS Value Fund Class R4 | MEIJX | 8% | 13% | 18% |
PIMCO Total Return Fund Institutional Class | PTTRX | 29% | - | - |
Schwab S&P 500 Index Fund | SWPPX | 33% | 39% | 53% |
MainStay Large Cap Growth Fund Class I | MLAIX | - | 7% | 10% |
RidgeWorth Ceredex Small Cap Value Equity Fund Class Institutional | SCETX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |