Fox Investment Plan
Performance
HelpPortfolio Return | -21.74% | -40.54% | -80.86% |
Comparable Target-Date Fund [why this comparison?] |
10.83% Target-Date 2020 |
37.82% Target-Date 2030 |
68.55% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$32,570 (-32.57%) | -$78,366 (-78.37%) | -$149,412 (-149.41%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dodge & Cox Stock Fund | DODGX | 5% | 5% | 7% |
First Eagle Overseas Fund Class I | SGOIX | 21% | 20% | - |
American Funds AMCAP Fund Class R-6 | RAFGX | 11% | 13% | - |
Fidelity Small Cap Index | FSSNX | 6% | 8% | 13% |
Fidelity 500 Index | FXAIX | 23% | 41% | 66% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 34% | 13% | - |
American Funds New Perspective Fund Class R-6 | RNPGX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |