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Performance
HelpPortfolio Return | 45.22% | 61.08% | 72.14% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$18,449 (+18.45%) | +$1,491 (+1.49%) | -$24,203 (-24.20%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Balanced Fund Class K | FBAKX | 100% | 64% | - |
Fidelity Global ex U.S. Index | FSGGX | - | 13% | 8% |
Fidelity 500 Index | FXAIX | - | 23% | 68% |
Fidelity Contrafund Fund Class K | FCNKX | - | - | 8% |
JPMorgan U.S. Small Company Fund Class R6 | JUSMX | - | - | 16% |
Total Portfolio | 100% | 100% | 100% |