Welocalize, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 22.75% | 44.26% | 75.18% |
Comparable Target-Date Fund [why this comparison?] |
-1.14% Target-Date 2020 |
20.50% Target-Date 2030 |
43.97% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$23,885 (+23.89%) | +$23,757 (+23.76%) | +$31,209 (+31.21%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
PIMCO High Yield Fund Institutional Class | PHIYX | 7% | 6% | - |
Fidelity Freedom Index 2010 Fund Investor Class | FKIFX | 11% | - | - |
Thornburg Global Opportunities Fund Class R5 | THOFX | 7% | 8% | 11% |
Fidelity Small Cap Index | FSSNX | 8% | 11% | 16% |
Fidelity 500 Index | FXAIX | 23% | 39% | 68% |
Fidelity Freedom Index 2005 Fund Investor Class | FJIFX | 16% | 4% | - |
Fidelity Freedom Index Income Fund Investor Class | FIKFX | 7% | - | - |
Fidelity Freedom Index 2015 Fund Investor Class | FLIFX | 21% | 14% | - |
Fidelity Advisor Technology Fund I Class | FATIX | - | 5% | 5% |
Fidelity Freedom Index 2025 Fund Investor Class | FQIFX | - | 13% | - |
Total Portfolio | 100% | 100% | 100% |