Brierley & Partners, Inc. 401(K) Plan
Performance
HelpPortfolio Return | -14.34% | 1.62% | 23.42% |
Comparable Target-Date Fund [why this comparison?] |
13.34% Target-Date 2020 |
41.33% Target-Date 2030 |
73.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$27,682 (-27.68%) | -$39,710 (-39.71%) | -$49,597 (-49.60%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock S&P 500 Index Fund Class K Share | WFSPX | 14% | 20% | 25% |
Putnam Dynamic Asset Allocation Conservative Fund Class A | PACAX | 37% | 28% | - |
Fidelity Emerging Markets Index | FPADX | 11% | 11% | 7% |
Fidelity Small Cap Index | FSSNX | 8% | 9% | 11% |
Fidelity Total Market Index | FSKAX | 15% | 32% | 57% |
Fidelity U.S. Bond Index | FXNAX | 15% | - | - |
Total Portfolio | 100% | 100% | 100% |