Aurora Health Care, Inc. Incentive Savings Plan
Performance
HelpPortfolio Return | 70.10% | 138.24% | 222.41% |
Comparable Target-Date Fund [why this comparison?] |
42.87% Target-Date 2020 |
86.31% Target-Date 2030 |
136.40% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,233 (+27.23%) | +$51,934 (+51.93%) | +$86,018 (+86.02%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Balanced Index Fund Institutional Shares | VBAIX | 14% | 13% | - |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 23% | - | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 9% | - | - |
Vanguard Total Stock Market Index Fund Investor Shares | VTSMX | 5% | 27% | 74% |
Dodge & Cox International Stock Fund | DODFX | 10% | 9% | 10% |
Dodge & Cox Stock Fund | DODGX | 8% | 8% | 8% |
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class | PFORX | 15% | 11% | - |
T. Rowe Price Institutional Large Cap Growth Fund | TRLGX | 5% | 5% | 8% |
Fidelity Puritan Fund Class K | FPUKX | 11% | 10% | - |
Vanguard Target Retirement 2065 Fund Investor Shares | VLXVX | - | 17% | - |
Total Portfolio | 100% | 100% | 100% |