Dow Jones 401k Savings Plan
Performance
HelpPortfolio Return | 93.24% | 140.81% | 112.93% |
Comparable Target-Date Fund [why this comparison?] |
54.69% Target-Date 2020 |
99.40% Target-Date 2030 |
150.72% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$38,552 (+38.55%) | +$41,405 (+41.41%) | -$37,791 (-37.79%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity U.S. Bond Index | FXNAX | 11% | - | - |
Fidelity 500 Index | FXAIX | 25% | 42% | 66% |
Fidelity Freedom 2015 Fund Class K | FSNLX | 14% | 9% | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 10% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 24% | 19% | - |
Fidelity Freedom 2030 Fund Class K | FSNQX | 16% | 10% | - |
AllianzGI NFJ Small-Cap Value Fund Institutional Class | PSVIX | - | 5% | 14% |
Fidelity Freedom 2035 Fund Class K | FSNUX | - | 7% | - |
Fidelity Freedom 2040 Fund Class K | FSNVX | - | 8% | 12% |
Fidelity Growth Company Fund Class K | FGCKX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |