Citrix Systems, Inc. 401k Plan
Performance
HelpPortfolio Return | 77.45% | 125.58% | 202.84% |
Comparable Target-Date Fund [why this comparison?] |
52.54% Target-Date 2020 |
97.28% Target-Date 2030 |
146.06% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$24,909 (+24.91%) | +$28,303 (+28.30%) | +$56,780 (+56.78%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Equity Income Fund I Class | EQPIX | 12% | 17% | 17% |
Fidelity Advisor Growth Opportunities Fund I Class | FAGCX | 10% | 9% | 13% |
Fidelity Advisor Freedom 2015 Fund Class I | FFVIX | 36% | 31% | - |
Fidelity Advisor Freedom 2010 Fund Class I | FCIFX | 14% | - | - |
Fidelity Advisor Freedom Income Fund Class I | FIAFX | 14% | - | - |
JPMorgan Equity Index Fund Select Class | HLEIX | 14% | 24% | 56% |
Fidelity Advisor Freedom 2050 Fund Class I | FFFPX | - | 14% | - |
Fidelity Advisor Technology Fund I Class | FATIX | - | 5% | 6% |
Columbia Small Cap Value Fund I Class Z | CSCZX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |