Markit North America, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 60.94% | 103.89% | 182.05% |
Comparable Target-Date Fund [why this comparison?] |
41.92% Target-Date 2020 |
86.02% Target-Date 2030 |
135.36% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,025 (+19.02%) | +$17,874 (+17.87%) | +$46,691 (+46.69%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
PIMCO Total Return Fund Institutional Class | PTTRX | 8% | - | - |
Fidelity 500 Index | FXAIX | 26% | 34% | 61% |
Fidelity Freedom 2015 Fund Class K | FSNLX | 26% | 15% | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 40% | 27% | - |
American Beacon Large Cap Value Fund Class Institutional | AADEX | - | 7% | 12% |
Fidelity Contrafund Fund Class K | FCNKX | - | 9% | 14% |
Fidelity Small Cap Index | FSSNX | - | 8% | 13% |
Total Portfolio | 100% | 100% | 100% |