Oshkosh Corporation And Affiliates Tax Deferred Investment Plan
Performance
HelpPortfolio Return | 13.75% | 29.22% | 53.59% |
Comparable Target-Date Fund [why this comparison?] |
-4.33% Target-Date 2020 |
23.40% Target-Date 2030 |
36.87% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$18,080 (+18.08%) | +$5,824 (+5.82%) | +$16,716 (+16.72%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 19% | 34% | 67% |
Fidelity Advisor Total Bond - Z | 12% | - | - | |
T. Rowe Price International Value - I | 14% | 17% | 13% | |
Fidelity Balanced Fund Class K | FBAKX | 29% | 36% | - |
Fidelity Freedom Income Class K | FNSHX | 26% | 11% | - |
Fidelity Growth Company Commingled Pool | - | 2% | 9% | |
Columbia Small Cap Value Fund II Class Y Shares | CRRYX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |