Providence Health & Services 403(B) Value Plan
Performance
HelpPortfolio Return | 23.94% | 46.96% | 78.47% |
Comparable Target-Date Fund [why this comparison?] |
14.93% Target-Date 2020 |
34.72% Target-Date 2030 |
57.77% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$9,007 (+9.01%) | +$12,239 (+12.24%) | +$20,701 (+20.70%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 13% | 24% | 41% |
Artisan Mid Cap Value Fund Investor Class | ARTQX | 4% | 8% | 14% |
Calvert U.S. Large Cap Core Responsible Index Fund Class I | CISIX | 13% | 24% | 36% |
Dreyfus High Yield Fund Class I | DLHRX | 2% | - | - |
Fidelity Freedom Income Class K | FNSHX | 16% | - | - |
Fidelity Freedom 2015 Fund Class K | FSNLX | 21% | 11% | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 10% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 21% | 33% | - |
Columbia Acorn International Fund Class Z | ACINX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |