Belo Savings Plan
Performance
HelpPortfolio Return | -76.13% | -30.01% | -0.65% |
Comparable Target-Date Fund [why this comparison?] |
42.44% Target-Date 2020 |
85.30% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$118,578 (-118.58%) | -$115,307 (-115.31%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Intermediate Bond Fund | FTHRX | 2% | - | - |
T. Rowe Price Equity Income Fund | PRFDX | 13% | 12% | 13% |
Fidelity Puritan Fund Class K | FPUKX | 26% | 15% | - |
Fidelity Freedom 2015 Fund Class K | FSNLX | 23% | 13% | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 12% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 24% | 17% | - |
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | - | 7% | 12% |
Dodge & Cox International Stock Fund | DODFX | - | 6% | 9% |
Janus Research Fund Class I | JRAIX | - | 8% | 16% |
Fidelity 500 Index | FXAIX | - | 22% | 50% |
Total Portfolio | 100% | 100% | 100% |