Baptist Health South Florida, Inc. 403(B) Employee Retirement Plan
Performance
HelpPortfolio Return | 52.34% | 80.87% | 142.57% |
Comparable Target-Date Fund [why this comparison?] |
30.77% Target-Date 2020 |
66.72% Target-Date 2030 |
108.04% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$21,572 (+21.57%) | +$14,146 (+14.15%) | +$34,535 (+34.54%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 42% | 51% | 71% |
Legg Mason BW Global Opportunities Bond Fund Class I | GOBIX | 13% | 11% | - |
LSV Value Equity Fund | LSVEX | 3% | 7% | 8% |
PIMCO Total Return Fund Administrative Class | PTRAX | 35% | 15% | - |
JPMorgan Small Cap Value Fund Select Class | PSOPX | 7% | 7% | 9% |
Wells Fargo Growth Fund - Class Inst | SGRNX | - | 9% | 12% |
Total Portfolio | 100% | 100% | 100% |