Rehabcare Group, Inc. 401(K) Employee Savings Plan
Performance
HelpPortfolio Return | 6.25% | -8.87% | -34.41% |
Comparable Target-Date Fund [why this comparison?] |
1.25% Target-Date 2020 |
24.24% Target-Date 2030 |
49.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$5,000 (+5.00%) | -$33,106 (-33.11%) | -$83,675 (-83.68%) |
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% |