Aegis Media Americas Inc Benefits Plus
Performance
HelpPortfolio Return | 84.21% | 98.39% | 77.67% |
Comparable Target-Date Fund [why this comparison?] |
66.91% Target-Date 2020 |
∞% Target-Date 2030 |
183.60% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,300 (+17.30%) | -∞ (-∞%) | -$105,924 (-105.92%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Freedom 2010 Fund | FFFCX | 6% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 14% | 11% | - |
Fidelity Freedom 2025 Fund | FFTWX | 15% | 12% | - |
Fidelity Freedom 2030 Fund | FFFEX | 15% | 12% | - |
Fidelity Government Income Fund | FGOVX | 14% | 3% | - |
Invesco High Yield Fund R5 Class | AHIYX | 6% | - | - |
Fidelity Extended Market Index | FSMAX | 7% | 10% | 22% |
Fidelity 500 Index | FXAIX | 23% | 42% | 78% |
Fidelity Freedom 2040 Fund | FFFFX | - | 10% | - |
Total Portfolio | 100% | 100% | 100% |