MAXAR 401K PS PLAN
Performance
HelpPortfolio Return | 8.45% | 28.14% | 66.15% |
Comparable Target-Date Fund [why this comparison?] |
-5.02% Target-Date 2020 |
14.77% Target-Date 2030 |
35.58% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,475 (+13.48%) | +$13,373 (+13.37%) | +$30,571 (+30.57%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Equity-Income Fund Admiral Shares | VEIRX | 5% | 4% | - |
FIAM INX TD 2010 T | 8% | - | - | |
FIAM INX TD 2020 T | 14% | 10% | - | |
FIAM INX TD 2025 T | 15% | 10% | - | |
FIAM INX TD 2030 T | 14% | 10% | - | |
PIMCO Income Fund Institutional Class | PIMIX | 3% | - | - |
Fidelity Balanced Fund Class K | FBAKX | 25% | 20% | - |
Fidelity U.S. Bond Index | FXNAX | 7% | - | - |
Fidelity 500 Index | FXAIX | 9% | 30% | 71% |
Fidelity Extended Market Index | FSMAX | - | 7% | 21% |
FIAM INX TD 2060 T | - | 9% | - | |
American Funds New World Fund Class R-6 | RNWGX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |