Teledyne Technologies Incorporated 401(K) Plan
Performance
HelpPortfolio Return | 19.32% | 6.27% | -5.15% |
Comparable Target-Date Fund [why this comparison?] |
-0.84% Target-Date 2020 |
20.94% Target-Date 2030 |
44.57% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,167 (+20.17%) | -$14,665 (-14.66%) | -$49,728 (-49.73%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity U.S. Bond Index | FXNAX | 5% | - | - |
Fidelity 500 Index | FXAIX | 45% | 52% | 72% |
Wells Fargo Emerging Markets Equity Fund - Class R6 | EMGDX | 13% | 10% | 7% |
Loomis Sayles Core Plus Bond Fund Class N | NERNX | 37% | 21% | - |
Fidelity Extended Market Index | FSMAX | - | 17% | 21% |
Total Portfolio | 100% | 100% | 100% |