Coupa Software, Inc. Retirement Trust
Performance
HelpPortfolio Return | 23.71% | 53.09% | 102.43% |
Comparable Target-Date Fund [why this comparison?] |
8.15% Target-Date 2020 |
35.45% Target-Date 2030 |
66.63% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$15,561 (+15.56%) | +$17,645 (+17.64%) | +$35,795 (+35.80%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Balanced Fund | FBALX | 28% | 30% | - |
Fidelity High Income Fund | SPHIX | 8% | 6% | - |
Fidelity Emerging Markets Index | FPADX | 9% | 9% | 7% |
Fidelity Small Cap Index | FSSNX | 8% | 10% | 14% |
Fidelity U.S. Bond Index | FXNAX | 28% | 8% | - |
Fidelity 500 Index | FXAIX | 19% | 37% | 59% |
Fidelity Contrafund Fund | FCNTX | - | - | 6% |
DFA U.S. Core Equity 1 Portfolio Institutional Class | DFEOX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |