Gerdau Ameristeel Us 401(K) Retirement Plan
Performance
HelpPortfolio Return | 49.47% | 62.70% | 74.24% |
Comparable Target-Date Fund [why this comparison?] |
51.31% Target-Date 2020 |
59.88% Target-Date 2030 |
68.13% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$1,837 (-1.84%) | +$2,821 (+2.82%) | +$6,107 (+6.11%) |
Current Recommendations
(as of 9/30/2019)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
DFA Emerging Markets Value Portfolio Institutional Class | DFEVX | 7% | 8% | 8% |
Fidelity Extended Market Index | FSMAX | 14% | 17% | 23% |
PIMCO Diversified Income Fund Institutional Class | PDIIX | 43% | 20% | - |
Fidelity 500 Index | FXAIX | 18% | 36% | 59% |
Fidelity Freedom 2055 Fund Class K | FNSDX | 18% | 19% | 10% |
Total Portfolio | 100% | 100% | 100% |