Gerdau Ameristeel Us 401(K) Retirement Plan
Performance
HelpPortfolio Return | 57.70% | 95.60% | 156.41% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$30,176 (+30.18%) | +$34,535 (+34.53%) | +$57,470 (+57.47%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity 500 Index | FXAIX | 15% | 34% | 79% |
Fidelity Freedom 2010 Fund Class K | FSNKX | 53% | 18% | - |
Fidelity Freedom 2050 Fund Class K | FNSBX | 15% | 22% | 8% |
Fidelity Freedom 2055 Fund Class K | FNSDX | 17% | 26% | 13% |
Total Portfolio | 100% | 100% | 100% |