play store 401(k) plan
Performance
HelpPortfolio Return | 28.20% | 63.26% | 97.96% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$545 (-0.55%) | +$188 (+0.19%) | -$3,955 (-3.96%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 82% | 38% | - |
Third Avenue Real Estate Value Fund Institutional Class | TAREX | 7% | 17% | 27% |
Fidelity Contrafund Fund Class K | FCNKX | 11% | 9% | - |
Fidelity Emerging Markets Discovery Fund | FEDDX | - | 8% | 7% |
Fidelity Magellan Fund Class K | FMGKX | - | 28% | 59% |
Small Cap Fund | - | - | 7% | |
Total Portfolio | 100% | 100% | 100% |