Model N 401(k)
Performance
HelpPortfolio Return | 23.74% | 48.79% | 7.40% |
Comparable Target-Date Fund [why this comparison?] |
13.24% Target-Date 2020 |
41.39% Target-Date 2030 |
73.21% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,499 (+10.50%) | +$7,398 (+7.40%) | -$65,811 (-65.81%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Capital & Income Fund | FAGIX | 8% | - | - |
Fidelity Contrafund Fund | FCNTX | 9% | 8% | 11% |
Fidelity Large Cap Stock Fund | FLCSX | 15% | 15% | 21% |
PIMCO Total Return Fund Administrative Class | PTRAX | 14% | 6% | - |
Fidelity U.S. Bond Index | FXNAX | 19% | 10% | - |
Fidelity 500 Index | FXAIX | 6% | 24% | 51% |
Fidelity Freedom 2060 Fund | FDKVX | 29% | 30% | - |
Fidelity Extended Market Index | FSMAX | - | 7% | 17% |
Total Portfolio | 100% | 100% | 100% |