Publicis Benefits Connection 401K Plan
Performance
HelpPortfolio Return | 31.18% | 83.90% | 111.57% |
Comparable Target-Date Fund [why this comparison?] |
∞% Target-Date 2020 |
70.35% Target-Date 2030 |
112.33% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-∞ (-∞%) | +$13,549 (+13.55%) | -$758 (-0.76%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 4% | 18% | 46% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 7% | - | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 7% | - | - |
T. Rowe Price Equity Income Fund | PRFDX | 15% | 20% | 18% |
T. Rowe Price Institutional Large Cap Growth Fund | TRLGX | 6% | 9% | 10% |
Fidelity Contrafund Fund Class K | FCNKX | 7% | 9% | 6% |
Fidelity Freedom Income Class K | FNSHX | 2% | - | - |
Fidelity Freedom 2015 Fund Class K | FSNLX | 18% | 8% | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 10% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 24% | 21% | - |
Fidelity Freedom 2030 Fund Class K | FSNQX | - | 15% | - |
Fidelity Extended Market Index | FSMAX | - | - | 14% |
Fidelity Global ex U.S. Index | FSGGX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |