The Trizetto Group, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 89.39% | 151.11% | 229.42% |
Comparable Target-Date Fund [why this comparison?] |
57.65% Target-Date 2020 |
108.00% Target-Date 2030 |
165.74% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$31,742 (+31.74%) | +$43,106 (+43.11%) | +$63,676 (+63.68%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 18% | 35% | 58% |
Fidelity Contrafund Fund | FCNTX | 13% | 15% | 16% |
Loomis Sayles Strategic Income Fund Class Y | NEZYX | 17% | 9% | - |
Oakmark Equity And Income Fund Class I | OAKBX | 9% | 10% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 24% | 9% | - |
T. Rowe Price Mid-Cap Value Fund | TRMCX | 12% | 15% | 11% |
Thornburg International Value Fund Class R5 | TIVRX | 7% | 7% | - |
American Beacon Large Cap Value Fund Class Institutional | AADEX | - | - | 6% |
T. Rowe Price Small-Cap Value Fund | PRSVX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |