Fidelity National Information Services, Inc. 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 31.08% | 49.94% | 83.50% |
Comparable Target-Date Fund [why this comparison?] |
10.61% Target-Date 2020 |
36.81% Target-Date 2030 |
65.92% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,468 (+20.47%) | +$13,134 (+13.13%) | +$17,583 (+17.58%) |
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% |