Augusta Health Care 403B Plan
Performance
HelpPortfolio Return | 30.47% | 89.40% | 150.94% |
Comparable Target-Date Fund [why this comparison?] |
48.93% Target-Date 2020 |
95.13% Target-Date 2030 |
148.11% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$18,454 (-18.45%) | -$5,734 (-5.73%) | +$2,833 (+2.83%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 16% | 33% | 59% |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 15% | - | - |
Fidelity Growth Discovery Fund | FDSVX | 6% | 7% | 9% |
Artisan Mid Cap Value Fund Investor Class | ARTQX | 8% | 10% | 15% |
American Century Investments One Choice In Retirement Portfolio Investor Class | ARTOX | 34% | 29% | - |
Oppenheimer Developing Markets Fund Class Y | ODVYX | 6% | 5% | - |
American Century Investments One Choice 2020 Portfolio Investor Class | ARBVX | 15% | - | - |
American Funds Fundamental Investors Class R-4 | RFNEX | - | 5% | 17% |
American Century Investments One Choice 2030 Portfolio Investor Class | ARCVX | - | 11% | - |
Total Portfolio | 100% | 100% | 100% |