Chicago Public Education Fund 401(K) Plan
Performance
HelpPortfolio Return | 41.04% | 68.69% | 121.56% |
Comparable Target-Date Fund [why this comparison?] |
27.19% Target-Date 2020 |
60.53% Target-Date 2030 |
98.07% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,847 (+13.85%) | +$8,165 (+8.16%) | +$23,491 (+23.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Equity Value Fund Class A | FAVAX | 9% | 16% | 26% |
Fidelity Contrafund Fund | FCNTX | 8% | 16% | 10% |
Fidelity Freedom 2005 Fund | FFFVX | 8% | - | - |
Fidelity Freedom 2010 Fund | FFFCX | 13% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 13% | 3% | - |
Fidelity Freedom 2025 Fund | FFTWX | 11% | 10% | - |
Fidelity Freedom 2030 Fund | FFFEX | 8% | 19% | - |
Fidelity Investment Grade Bond Fund | FBNDX | 8% | - | - |
Fidelity Puritan Fund | FPURX | 12% | 19% | - |
Fidelity Advisor Capital Development Fund Class A | FDTTX | 10% | 17% | 26% |
Fidelity Fund | FFIDX | - | - | 15% |
Fidelity Advisor New Insights Fund Class A | FNIAX | - | - | 13% |
Fidelity Blue Chip Growth Fund | FBGRX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |