Infinera 401(K) Plan
Performance
HelpPortfolio Return | 29.72% | 58.58% | 112.63% |
Comparable Target-Date Fund [why this comparison?] |
13.69% Target-Date 2020 |
42.71% Target-Date 2030 |
75.90% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,026 (+16.03%) | +$15,867 (+15.87%) | +$36,737 (+36.74%) |
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% |