US Army NAF Employee 401(k) Savings Plan
Performance
HelpPortfolio Return | 114.53% | 173.77% | 284.50% |
Comparable Target-Date Fund [why this comparison?] |
62.07% Target-Date 2020 |
110.99% Target-Date 2030 |
166.65% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$52,462 (+52.46%) | +$62,783 (+62.78%) | +$117,848 (+117.85%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Balanced Fund | FBALX | 39% | 47% | - |
Dodge & Cox Stock Fund | DODGX | 6% | 7% | 10% |
T. Rowe Price Overseas Stock Fund | TROSX | 13% | 12% | 8% |
Fidelity U.S. Bond Index | FXNAX | 31% | 7% | - |
Fidelity 500 Index | FXAIX | 11% | 27% | 62% |
Fidelity Growth Company | FDGRX | - | - | 8% |
T. Rowe Price Small-Cap Stock Fund | OTCFX | - | - | 12% |
Total Portfolio | 100% | 100% | 100% |