Fidelity National Information Services, Inc. 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 31.56% | 51.03% | 85.52% |
Comparable Target-Date Fund [why this comparison?] |
11.31% Target-Date 2020 |
38.15% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,245 (+20.25%) | +$12,884 (+12.88%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Plus Shares | VIIIX | 32% | 45% | 67% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 20% | 12% | - |
Baird Core Plus Bond Fund Class Institutional | BCOIX | 21% | 8% | - |
Dodge & Cox International Stock Fund | DODFX | 13% | 9% | 12% |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 4% | 8% | 10% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 10% | 10% | - |
Goldman Sachs Small Cap Value Fund Institutional | GSSIX | - | 8% | 11% |
Total Portfolio | 100% | 100% | 100% |