Amerisourcebergen Employee Investment Plan
Performance
HelpPortfolio Return | 80.20% | 127.18% | 215.66% |
Comparable Target-Date Fund [why this comparison?] |
49.15% Target-Date 2020 |
95.35% Target-Date 2030 |
148.16% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$31,049 (+31.05%) | +$31,835 (+31.83%) | +$67,494 (+67.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity U.S. Bond Index | FXNAX | 11% | - | - |
Fidelity 500 Index | FXAIX | 18% | 34% | 55% |
JPMorgan U.S. Equity Fund Class R6 | JUEMX | 6% | 10% | 16% |
Fidelity Freedom 2015 Fund Class K | FSNLX | 14% | 3% | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 10% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 25% | 20% | - |
Fidelity Freedom 2030 Fund Class K | FSNQX | 16% | 15% | - |
Fidelity Freedom 2040 Fund Class K | FSNVX | - | 18% | - |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | - | - | 9% |
Fidelity Growth Company Fund Class K | FGCKX | - | - | 5% |
Victory Sycamore Small Company Opportunity Fund Class I | VSOIX | - | - | 7% |
Fidelity Global ex U.S. Index | FSGGX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |