Franklin Mint Federal Credit Union
Performance
HelpPortfolio Return | 20.22% | 38.36% | 68.26% |
Comparable Target-Date Fund [why this comparison?] |
3.40% Target-Date 2020 |
27.39% Target-Date 2030 |
53.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,826 (+16.83%) | +$10,975 (+10.98%) | +$14,316 (+14.32%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Balanced Fund | FBALX | 25% | 27% | - |
Fidelity Freedom 2010 Fund | FFFCX | 7% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 14% | 4% | - |
Fidelity Freedom 2025 Fund | FFTWX | 16% | 23% | - |
Fidelity Freedom 2030 Fund | FFFEX | 16% | - | - |
Fidelity Government Income Fund | FGOVX | 9% | - | - |
Fidelity 500 Index | FXAIX | 13% | 30% | 56% |
Fidelity Puritan Fund | FPURX | - | 5% | - |
American Beacon Large Cap Value Fund Investor Class | AAGPX | - | 11% | 11% |
Northern Small Cap Core Fund | NSGRX | - | - | 13% |
T. Rowe Price Blue Chip Growth Fund Advisor Class | PABGX | - | - | 13% |
Fidelity Emerging Markets Index | FPADX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |