Unified Grocers, Inc. Employee Savings Plan
Performance
HelpPortfolio Return | 3.37% | 37.41% | 123.80% |
Comparable Target-Date Fund [why this comparison?] |
26.30% Target-Date 2020 |
58.79% Target-Date 2030 |
95.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$22,926 (-22.93%) | -$21,386 (-21.39%) | +$28,707 (+28.71%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Capital & Income Fund | FAGIX | 6% | - | - |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 16% | - | - |
Fidelity Contrafund Fund Class K | FCNKX | 13% | 16% | 22% |
Diamond Hill Large Cap Fund Class Y | DHLYX | 20% | 35% | 58% |
Fidelity Freedom 2020 Fund Class K | FSNOX | 45% | 41% | - |
Fidelity Growth Company Fund Class K | FGCKX | - | 8% | 14% |
Oppenheimer Developing Markets Fund Class I | ODVIX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |