Rehabcare Group, Inc. 401(K) Employee Savings Plan
Performance
HelpPortfolio Return | 3.73% | -11.95% | -37.54% |
Comparable Target-Date Fund [why this comparison?] |
-1.32% Target-Date 2020 |
20.09% Target-Date 2030 |
43.24% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$5,048 (+5.05%) | -$32,044 (-32.04%) | -$80,780 (-80.78%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Short-Term Bond Fund | FSHBX | 46% | 24% | - |
Fidelity 500 Index | FXAIX | 54% | 76% | 100% |
Total Portfolio | 100% | 100% | 100% |