Fidelity Personal Retirement Annuity
Performance
HelpPortfolio Return | 75.72% | 132.94% | 191.24% |
Comparable Target-Date Fund [why this comparison?] |
53.22% Target-Date 2020 |
96.95% Target-Date 2030 |
147.03% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,502 (+22.50%) | +$35,988 (+35.99%) | +$44,209 (+44.21%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity VIP Balanced | 45% | 39% | - | |
Fidelity VIP Growth & Income | 5% | 8% | 4% | |
Franklin U.S. Government Securities VIP Fund | 14% | - | - | |
Morgan Stanley Global Strategist | 33% | 26% | - | |
PIMCO VIT Total Return | 3% | - | - | |
Fidelity VIP Index 500 | - | 27% | 26% | |
Invesco VI Global Core Equity | - | - | 12% | |
Fidelity VIP Disciplined Small Cap | - | - | 7% | |
Fidelity VIP Total Market Index | - | - | 51% | |
Total Portfolio | 100% | 100% | 100% |