Hcr Manorcare Retirement Savings 401(K) Plan
Performance
HelpPortfolio Return | -30.95% | -48.71% | -83.38% |
Comparable Target-Date Fund [why this comparison?] |
-3.46% Target-Date 2020 |
17.28% Target-Date 2030 |
19.40% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$27,497 (-27.50%) | -$65,981 (-65.98%) | -$102,782 (-102.78%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BTC Total Return | 16% | 7% | - | |
Dodge & Cox International Stock Fund | DODFX | 13% | 14% | 12% |
JPMorgan SmartRetirement Income Fund Class Institutional Shares | JSIIX | 15% | 10% | - |
Fidelity Total Market Index | FSKAX | 38% | 58% | 88% |
Fidelity U.S. Bond Index | FXNAX | 18% | 8% | - |
JPMorgan Large Cap Growth Fund Class R6 | JLGMX | - | 3% | - |
Total Portfolio | 100% | 100% | 100% |