First Fidelity 401(K) Retirement Savings Plan
Performance
HelpPortfolio Return | 89.04% | 155.92% | 251.52% |
Comparable Target-Date Fund [why this comparison?] |
48.93% Target-Date 2020 |
95.13% Target-Date 2030 |
148.11% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$40,116 (+40.12%) | +$60,791 (+60.79%) | +$103,411 (+103.41%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard 500 Index Fund Admiral Class | VFIAX | 18% | 36% | 60% |
Fidelity Contrafund Fund | FCNTX | 7% | 8% | 8% |
Fidelity Intermediate Bond Fund | FTHRX | 38% | 21% | - |
Fidelity International Discovery Fund | FIGRX | 8% | 10% | - |
Fidelity New Markets Income Fund | FNMIX | 7% | - | - |
Oakmark Fund Class I | OAKMX | 13% | 16% | 11% |
Parnassus Core Equity Fund - Institutional Shares | PRILX | 9% | 9% | 10% |
Vanguard Small-Cap Index Fund Admiral Shares | VSMAX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |