Pharmaceutical Product Development Retirement Savings Plan
Performance
HelpPortfolio Return | 61.90% | 102.38% | 164.85% |
Comparable Target-Date Fund [why this comparison?] |
36.07% Target-Date 2020 |
75.27% Target-Date 2030 |
119.83% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$25,829 (+25.83%) | +$27,108 (+27.11%) | +$45,018 (+45.02%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 21% | 40% | 68% |
Fidelity Freedom 2010 Fund | FFFCX | 38% | 24% | - |
Fidelity Freedom 2040 Fund | FFFFX | 24% | 24% | 9% |
MFS Total Return Fund Class R4 | MSFJX | 8% | - | - |
JPMorgan Core Bond Fund Class R5 | JCBRX | 9% | - | - |
Victory Sycamore Small Company Opportunity Fund Class I | VSOIX | - | 7% | 9% |
MFS Growth Fund Class R6 | MFEKX | - | 5% | 7% |
JPMorgan Small Cap Equity Fund Select Class | VSEIX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |