Infinera 401(K) Plan
Performance
HelpPortfolio Return | 28.78% | 56.53% | 108.49% |
Comparable Target-Date Fund [why this comparison?] |
12.63% Target-Date 2020 |
40.72% Target-Date 2030 |
72.24% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,149 (+16.15%) | +$15,803 (+15.80%) | +$36,246 (+36.25%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Government Income Fund Class I | FVIIX | 24% | 11% | - |
Fidelity Advisor New Insights Fund Class I | FINSX | 10% | 12% | 11% |
Fidelity Small Cap Index | FSSNX | 9% | 11% | 15% |
Fidelity 500 Index | FXAIX | 18% | 35% | 59% |
Oppenheimer Developing Markets Fund Class I | ODVIX | 9% | 8% | 5% |
Putnam Equity Income Fund Class R6 | PEQSX | 9% | 11% | 10% |
Loomis Sayles Bond Fund Class N | LSBNX | 21% | 12% | - |
Total Portfolio | 100% | 100% | 100% |