Steward 401k
Performance
HelpPortfolio Return | 22.25% | 25.96% | 62.73% |
Comparable Target-Date Fund [why this comparison?] |
9.90% Target-Date 2020 |
38.14% Target-Date 2030 |
70.87% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,355 (+12.36%) | -$12,180 (-12.18%) | -$8,136 (-8.14%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
PIMCO Total Return Fund Institutional Class | PTTRX | 5% | - | - |
JPMorgan U.S. Small Company Fund Select Class | JSCSX | 7% | 10% | 16% |
Fidelity Contrafund Fund Class K | FCNKX | 5% | 7% | 8% |
Fidelity U.S. Bond Index | FXNAX | 9% | - | - |
Fidelity 500 Index | FXAIX | 20% | 41% | 70% |
Fidelity Freedom 2015 Fund Class K | FSNLX | 21% | 14% | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 10% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 23% | 28% | - |
Oppenheimer Developing Markets Fund Class I | ODVIX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |