Advocate Health Care Network Retirement Savings Plan 401(K)
Performance
HelpPortfolio Return | 50.09% | 88.39% | 150.41% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$23,323 (+23.32%) | +$28,796 (+28.80%) | +$54,068 (+54.07%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 5% | 9% | 15% |
Vanguard Balanced Index Fund Institutional Shares | VBAIX | 30% | 28% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 14% | - | - |
Vanguard Total Stock Market Index Fund Institutional Shares | VITSX | 6% | 24% | 61% |
Dodge & Cox International Stock Fund | DODFX | 13% | 13% | 10% |
Dodge & Cox Income Fund | DODIX | 18% | 11% | - |
Dodge & Cox Stock Fund | DODGX | 6% | 7% | 8% |
Principal LargeCap Growth Fund I Institutional Class | PLGIX | 8% | 8% | 6% |
Total Portfolio | 100% | 100% | 100% |