Oregon University System ORP:ous (Fidelity)
Performance
HelpPortfolio Return | 83.04% | 110.88% | 123.36% |
Comparable Target-Date Fund [why this comparison?] |
61.42% Target-Date 2020 |
110.30% Target-Date 2030 |
166.65% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$21,617 (+21.62%) | +$576 (+0.58%) | -$43,287 (-43.29%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Contrafund Fund | FCNTX | 3% | 12% | 15% |
Fidelity Freedom 2010 Fund | FFFCX | 4% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 11% | 7% | - |
Fidelity Freedom 2025 Fund | FFTWX | 13% | 11% | - |
Fidelity Freedom 2030 Fund | FFFEX | 11% | 12% | - |
Dodge & Cox International Stock Fund | DODFX | 9% | 8% | 11% |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 23% | 8% | - |
Fidelity 500 Index | FXAIX | 26% | 30% | 54% |
American Beacon Large Cap Value Fund Investor Class | AAGPX | - | 12% | 20% |
Total Portfolio | 100% | 100% | 100% |