Dexcom, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 25.65% | 53.53% | 105.25% |
Comparable Target-Date Fund [why this comparison?] |
10.18% Target-Date 2020 |
36.72% Target-Date 2030 |
66.36% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$15,470 (+15.47%) | +$16,809 (+16.81%) | +$38,891 (+38.89%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Balanced Fund | FBALX | 25% | 30% | - |
Fidelity Freedom 2010 Fund | FFFCX | 12% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 14% | 5% | - |
Fidelity Freedom 2025 Fund | FFTWX | 13% | 7% | - |
Fidelity Freedom 2030 Fund | FFFEX | 11% | 10% | - |
Fidelity U.S. Bond Index | FXNAX | 9% | - | - |
Fidelity 500 Index | FXAIX | 11% | 27% | 68% |
American Beacon Bridgeway Large Cap Value Fund Investor Class | BWLIX | 5% | 6% | 10% |
Fidelity Freedom 2060 Fund | FDKVX | - | 15% | - |
Fidelity Select Technology Portfolio | FSPTX | - | - | 6% |
Fidelity Extended Market Index | FSMAX | - | - | 16% |
Total Portfolio | 100% | 100% | 100% |