Apg Asset Management 401(K) Plan
Performance
HelpPortfolio Return | 10.99% | 23.42% | 7.26% |
Comparable Target-Date Fund [why this comparison?] |
18.14% Target-Date 2020 |
48.15% Target-Date 2030 |
81.69% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$7,147 (-7.15%) | -$24,728 (-24.73%) | -$74,427 (-74.43%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Value Index Fund Admiral Shares | VVIAX | 26% | 17% | 19% |
Fidelity Capital & Income Fund | FAGIX | 13% | 7% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 17% | 7% | - |
Fidelity Contrafund Fund Class K | FCNKX | 18% | 15% | - |
Fidelity Emerging Markets Index | FPADX | 10% | 9% | 7% |
Fidelity U.S. Bond Index | FXNAX | 16% | 8% | - |
Fidelity Small Cap Stock Fund | FSLCX | - | 11% | - |
Fidelity 500 Index | FXAIX | - | 26% | 41% |
Fidelity Select Technology Portfolio | FSPTX | - | - | 6% |
Glenmede Small Cap Equity Portfolio Institutional Class | GTSCX | - | - | 12% |
Fidelity Blue Chip Growth Fund Class K | FBGKX | - | - | 7% |
Fidelity Growth Discovery Fund Class K | FGDKX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |