Clinical Laboratory Partners, Llc 401(K) Savings And Retirement Plan
Performance
HelpPortfolio Return | 6.88% | -8.39% | -34.63% |
Comparable Target-Date Fund [why this comparison?] |
26.30% Target-Date 2020 |
72.07% Target-Date 2030 |
95.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$19,419 (-19.42%) | -$80,459 (-80.46%) | -$129,731 (-129.73%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dodge & Cox International Stock Fund | DODFX | 13% | 12% | 12% |
PIMCO Total Return Fund Institutional Class | PTTRX | 12% | 7% | - |
Fidelity Total Market Index | FSKAX | 39% | 57% | 82% |
Pioneer Flexible Opportunities Fund Class Y | PMYRX | 7% | 6% | - |
BlackRock U.S. Total Bond Index Fund Institutional Shares | BMOIX | 23% | 12% | - |
Neuberger Berman Absolute Return Multi-Manager Fund Institutional Class | NABIX | 6% | - | - |
JPMorgan Disciplined Equity Fund Class R6 | JDEUX | - | 6% | 6% |
Total Portfolio | 100% | 100% | 100% |