Simmons Retirement Savings Plan
Performance
HelpPortfolio Return | 72.94% | 111.57% | 154.06% |
Comparable Target-Date Fund [why this comparison?] |
57.88% Target-Date 2020 |
108.24% Target-Date 2030 |
165.80% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$15,061 (+15.06%) | +$3,332 (+3.33%) | -$11,738 (-11.74%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Wellesley Income Fund Investor Shares | VWINX | 26% | 24% | - |
Fidelity Advisor Freedom 2020 Fund Class A | FDAFX | 5% | - | - |
Fidelity Advisor Freedom 2025 Fund Class A | FATWX | 21% | - | - |
Fidelity Advisor Freedom 2030 Fund Class A | FAFEX | 36% | - | - |
MainStay Large Cap Growth Fund Class I | MLAIX | 12% | 20% | 38% |
Fidelity Advisor Freedom 2040 Fund Class A | FAFFX | - | 22% | 16% |
Fidelity Advisor Freedom 2045 Fund Class A | FFFZX | - | 22% | 11% |
Columbia Mid Cap Value Fund Class Z | NAMAX | - | 12% | 35% |
Total Portfolio | 100% | 100% | 100% |