Rehabcare Group, Inc. 401(K) Employee Savings Plan
Performance
HelpPortfolio Return | 3.87% | -11.81% | -37.43% |
Comparable Target-Date Fund [why this comparison?] |
-0.73% Target-Date 2020 |
21.21% Target-Date 2030 |
45.08% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,607 (+4.61%) | -$33,019 (-33.02%) | -$82,509 (-82.51%) |
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% |