FHDA Fidelity
Performance
HelpPortfolio Return | 19.08% | 8.87% | 75.30% |
Comparable Target-Date Fund [why this comparison?] |
1.66% Target-Date 2020 |
24.95% Target-Date 2030 |
50.34% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,422 (+17.42%) | -$16,075 (-16.07%) | +$24,959 (+24.96%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity International Small Cap Fund | FISMX | 24% | 21% | - |
Fidelity Large Cap Stock Fund | FLCSX | 37% | 11% | 3% |
Fidelity Mortgage Securities Fund | FMSFX | 39% | 15% | - |
Fidelity Growth & Income Portfolio | FGRIX | - | 3% | - |
Fidelity Large Cap Core Enhanced Index Fund | FLCEX | - | 21% | - |
Fidelity 500 Index | FXAIX | - | 29% | 29% |
Fidelity International Value Fund | FIVLX | - | - | 10% |
Fidelity Small Cap Index | FSSNX | - | - | 7% |
Fidelity Total Market Index | FSKAX | - | - | 51% |
Total Portfolio | 100% | 100% | 100% |