Coupa Software, Inc. Retirement Trust
Performance
HelpPortfolio Return | 22.58% | 51.69% | 100.01% |
Comparable Target-Date Fund [why this comparison?] |
7.44% Target-Date 2020 |
34.46% Target-Date 2030 |
65.50% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$15,142 (+15.14%) | +$17,228 (+17.23%) | +$34,507 (+34.51%) |
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% |