Rehabcare Group, Inc. 401(K) Employee Savings Plan
Performance
HelpPortfolio Return | 6.59% | -8.35% | -33.81% |
Comparable Target-Date Fund [why this comparison?] |
2.17% Target-Date 2020 |
26.09% Target-Date 2030 |
52.75% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,414 (+4.41%) | -$34,443 (-34.44%) | -$86,552 (-86.55%) |
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% |