TechnipFMC RSP
Performance
HelpPortfolio Return | 21.62% | 45.49% | 76.32% |
Comparable Target-Date Fund [why this comparison?] |
-1.14% Target-Date 2020 |
20.50% Target-Date 2030 |
43.97% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,753 (+22.75%) | +$24,996 (+25.00%) | +$32,345 (+32.35%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Extended Market Index | FSMAX | 15% | 19% | 22% |
PIMCO Total Return Fund Institutional Class | PTTRX | 22% | 10% | - |
Fidelity 500 Index | FXAIX | 38% | 57% | 78% |
Dreyfus International Bond Fund Class Y | DIBYX | 8% | 6% | - |
Vanguard Short-Term Inflation-Protected Securities Index Fund Institutional Shares | VTSPX | 17% | 8% | - |
Total Portfolio | 100% | 100% | 100% |