Tidewell Hospice Retirement Plan
Performance
HelpPortfolio Return | 23.00% | 42.90% | 69.57% |
Comparable Target-Date Fund [why this comparison?] |
13.24% Target-Date 2020 |
41.16% Target-Date 2030 |
72.54% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$9,756 (+9.76%) | +$1,736 (+1.74%) | -$2,966 (-2.97%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Selected Value Fund Investor Shares | VASVX | 10% | 12% | 9% |
Columbia Large Cap Index Fund Class Z | NINDX | 24% | 42% | 66% |
Prudential High-Yield Fund Class Z | PHYZX | 7% | 5% | - |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 37% | 17% | - |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | 8% | 7% | - |
American Funds The Growth Fund of America Class R-6 | RGAGX | 14% | 17% | 18% |
Columbia Small Cap Index Fund Class Z | NMSCX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |