Shire US AG 401(k) Savings Plan
Performance
HelpPortfolio Return | 24.30% | 53.74% | 15.28% |
Comparable Target-Date Fund [why this comparison?] |
8.15% Target-Date 2020 |
35.45% Target-Date 2030 |
66.63% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,150 (+16.15%) | +$18,289 (+18.29%) | -$51,348 (-51.35%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Extended Market Index | FSMAX | 6% | 11% | 19% |
Fidelity U.S. Bond Index | FXNAX | 13% | - | - |
Fidelity 500 Index | FXAIX | 22% | 43% | 66% |
Fidelity Freedom 2015 Fund Class K | FSNLX | 19% | 9% | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 10% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 22% | 22% | - |
Fidelity Freedom 2030 Fund Class K | FSNQX | 8% | 15% | - |
Oppenheimer Developing Markets Fund Class I | ODVIX | - | - | 6% |
Putnam Equity Income Fund Class R6 | PEQSX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |