Carl Zeiss Meditec
Performance
HelpPortfolio Return | 50.95% | 80.02% | 35.04% |
Comparable Target-Date Fund [why this comparison?] |
0.00% Target-Date 2020 |
0.00% Target-Date 2030 |
0.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$50,950 (+50.95%) | +$80,023 (+80.02%) | +$35,038 (+35.04%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Metropolitan West Total Return Bond Fund Class I | MWTIX | 19% | 6% | - |
T. Rowe Price Equity Income Fund | PRFDX | 11% | 9% | 15% |
Fidelity 500 Index | FXAIX | 13% | 31% | 60% |
Fidelity Blue Chip Growth Fund Class K | FBGKX | 7% | 7% | 10% |
Fidelity Freedom 2015 Fund Class K | FSNLX | 13% | 6% | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 23% | 17% | - |
Fidelity Freedom 2030 Fund Class K | FSNQX | 14% | 8% | - |
Fidelity Extended Market Index | FSMAX | - | 7% | 15% |
Fidelity Freedom 2040 Fund Class K | FSNVX | - | 9% | - |
Total Portfolio | 100% | 100% | 100% |