EXL Service
Performance
HelpPortfolio Return | 39.10% | 70.23% | 70.08% |
Comparable Target-Date Fund [why this comparison?] |
30.11% Target-Date 2020 |
65.21% Target-Date 2030 |
104.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$8,987 (+8.99%) | +$5,020 (+5.02%) | -$34,680 (-34.68%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Freedom 2005 Fund | FFFVX | 9% | - | - |
Fidelity Freedom 2010 Fund | FFFCX | 14% | 5% | - |
Fidelity Freedom 2020 Fund | FFFDX | 15% | 13% | - |
Fidelity Freedom 2025 Fund | FFTWX | 13% | 13% | - |
Fidelity Freedom 2030 Fund | FFFEX | 10% | 13% | - |
Fidelity Investment Grade Bond Fund | FBNDX | 9% | - | - |
MainStay Large Cap Growth Fund Class I | MLAIX | 10% | 10% | 10% |
T. Rowe Price Equity Income Fund | PRFDX | 13% | 13% | 18% |
Fidelity 500 Index | FXAIX | 7% | 26% | 46% |
Fidelity Extended Market Index | FSMAX | - | 7% | 13% |
Fidelity Growth Company | FDGRX | - | - | 5% |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |