Unified Grocers, Inc. Employee Savings Plan
Performance
HelpPortfolio Return | 6.13% | 42.14% | 134.18% |
Comparable Target-Date Fund [why this comparison?] |
30.82% Target-Date 2020 |
66.59% Target-Date 2030 |
107.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$24,687 (-24.69%) | -$24,447 (-24.45%) | +$26,574 (+26.57%) |
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% |