Panasonic Retirement Savings And Investment Plan
Performance
HelpPortfolio Return | 44.19% | 75.88% | 130.79% |
Comparable Target-Date Fund [why this comparison?] |
16.67% Target-Date 2020 |
48.18% Target-Date 2030 |
83.72% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,510 (+27.51%) | +$27,695 (+27.70%) | +$47,070 (+47.07%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Extended Market Index | FSMAX | 9% | 10% | 15% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 17% | 16% | 9% |
Fidelity 500 Index | FXAIX | 28% | 40% | 58% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 43% | 21% | - |
John Hancock Funds Disciplined Value Fund Class R6 | JDVWX | 3% | 8% | 12% |
Fidelity Blue Chip Growth Fund Class K | FBGKX | - | 5% | 6% |
Total Portfolio | 100% | 100% | 100% |