Acquia, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 50.09% | 85.75% | 113.23% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,495 (+20.49%) | +$21,480 (+21.48%) | +$9,937 (+9.94%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Balanced Fund | FBALX | 24% | 32% | - |
Fidelity Capital & Income Fund | FAGIX | 7% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 12% | 5% | - |
Fidelity Freedom 2025 Fund | FFTWX | 15% | 7% | - |
Fidelity Freedom 2030 Fund | FFFEX | 17% | 7% | - |
Fidelity Government Income Fund | FGOVX | 11% | - | - |
Fidelity 500 Index | FXAIX | 14% | 25% | 49% |
Fidelity Freedom 2040 Fund | FFFFX | - | 7% | - |
Fidelity Stock Selector Large Cap Value Fund | FSLVX | - | 7% | 19% |
Fidelity Freedom 2060 Fund | FDKVX | - | 10% | - |
Fidelity Emerging Markets Fund | FEMKX | - | - | 6% |
Fidelity Growth Discovery Fund | FDSVX | - | - | 7% |
Fidelity Select Technology Portfolio | FSPTX | - | - | 5% |
Fidelity Extended Market Index | FSMAX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |