Teledyne Technologies Incorporated 401(K) Plan
Performance
HelpPortfolio Return | 22.66% | 10.07% | -0.82% |
Comparable Target-Date Fund [why this comparison?] |
1.25% Target-Date 2020 |
24.54% Target-Date 2030 |
50.34% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$21,401 (+21.40%) | -$14,472 (-14.47%) | -$51,163 (-51.16%) |
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% |