Verizon Wireless-Savings And Retirement Plan
Performance
HelpPortfolio Return | -88.59% | -79.56% | -33.03% |
Comparable Target-Date Fund [why this comparison?] |
45.43% Target-Date 2020 |
88.30% Target-Date 2030 |
137.16% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$134,020 (-134.02%) | -$167,860 (-167.86%) | -$170,195 (-170.19%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
iShares Russell 2000 ETF | IWM | 7% | 10% | 22% |
Fidelity Large Cap Core Enhanced Index Fund | FLCEX | 27% | 48% | 78% |
GAMCO Global Opportunity Fund Class AAA | GABOX | 8% | 9% | - |
Fidelity Global Bond Fund | FGBFX | 6% | - | - |
Fidelity Freedom Income Class K | FNSHX | 20% | - | - |
Fidelity Freedom 2015 Fund Class K | FSNLX | 18% | 12% | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 14% | 21% | - |
Total Portfolio | 100% | 100% | 100% |