Inc Research Savings And Retirement Plan
Performance
HelpPortfolio Return | 15.59% | 10.40% | -6.40% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$13,155 (-13.15%) | -$52,665 (-52.67%) | -$108,316 (-108.32%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Contrafund Fund | FCNTX | 2% | 2% | 9% |
Fidelity High Income Fund | SPHIX | 6% | - | - |
Harbor International Fund Institutional Class | HAINX | 16% | 19% | - |
Oppenheimer Developing Markets Fund Class A | ODMAX | 5% | 5% | - |
PIMCO Total Return Fund Administrative Class | PTRAX | 15% | 8% | - |
Fidelity U.S. Bond Index | FXNAX | 20% | 9% | - |
Fidelity 500 Index | FXAIX | 36% | 57% | 72% |
American Beacon Small Cap Value Fund Class Institutional | AVFIX | - | - | 8% |
Fidelity Extended Market Index | FSMAX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |