Engility Corporation
Performance
HelpPortfolio Return | 20.02% | 39.98% | -12.05% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$9,576 (-9.58%) | -$24,292 (-24.29%) | -$115,344 (-115.34%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity GNMA Fund | FGMNX | 17% | 9% | - |
Dodge & Cox Stock Fund | DODGX | 5% | 6% | 8% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 5% | 8% | 11% |
Fidelity Balanced Fund Class K | FBAKX | 11% | - | - |
Fidelity Small Cap Index | FSSNX | 5% | 8% | 13% |
Fidelity 500 Index | FXAIX | 11% | 33% | 60% |
Fidelity Freedom 2015 Fund Class K | FSNLX | 15% | - | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 7% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 19% | 24% | - |
Fidelity Freedom 2030 Fund Class K | FSNQX | 5% | - | - |
Fidelity Freedom 2040 Fund Class K | FSNVX | - | 12% | - |
Fidelity Global ex U.S. Index | FSGGX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |