Produce Pro, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 67.11% | 100.07% | 92.19% |
Comparable Target-Date Fund [why this comparison?] |
48.54% Target-Date 2020 |
94.43% Target-Date 2030 |
146.87% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$18,564 (+18.56%) | +$5,637 (+5.64%) | -$54,684 (-54.68%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Contrafund Fund | FCNTX | 6% | 6% | - |
Fidelity Equity Dividend Income Fund | FEQTX | 15% | 14% | 14% |
Fidelity Freedom 2005 Fund | FFFVX | 5% | - | - |
Fidelity Freedom 2010 Fund | FFFCX | 11% | 5% | - |
Fidelity Freedom 2020 Fund | FFFDX | 14% | 12% | - |
Fidelity Freedom 2025 Fund | FFTWX | 13% | 13% | - |
Fidelity Freedom 2030 Fund | FFFEX | 11% | 13% | - |
T. Rowe Price Blue Chip Growth Fund Advisor Class | PABGX | 6% | 6% | 12% |
Fidelity U.S. Bond Index | FXNAX | 13% | - | - |
Fidelity 500 Index | FXAIX | 6% | 2% | 15% |
Fidelity Total Market Index | FSKAX | - | 29% | 52% |
Fidelity Small Cap Stock Fund | FSLCX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |