Rehabcare Group, Inc. 401(K) Employee Savings Plan
Performance
HelpPortfolio Return | 3.83% | -11.82% | -37.40% |
Comparable Target-Date Fund [why this comparison?] |
-0.95% Target-Date 2020 |
20.70% Target-Date 2030 |
44.16% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,779 (+4.78%) | -$32,519 (-32.52%) | -$81,559 (-81.56%) |
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% |