Axinn, Veltrop & Harkrider Llp 401(K) Retirement Plan
Performance
HelpPortfolio Return | 30.52% | 41.91% | 38.41% |
Comparable Target-Date Fund [why this comparison?] |
95.43% Target-Date 2020 |
∞% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$64,912 (-64.91%) | -∞ (-∞%) | -$64,878 (-64.88%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Contrafund Fund | FCNTX | 9% | 14% | 9% |
Fidelity Freedom 2005 Fund | FFFVX | 2% | - | - |
Fidelity Freedom 2010 Fund | FFFCX | 12% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 19% | 12% | - |
Fidelity Freedom 2025 Fund | FFTWX | 20% | 26% | - |
Fidelity Puritan Fund | FPURX | 12% | 7% | - |
T. Rowe Price Equity Income Fund Advisor Class | PAFDX | 16% | 21% | 14% |
Fidelity U.S. Bond Index | FXNAX | 9% | - | - |
Fidelity 500 Index | FXAIX | 1% | 20% | 51% |
Fidelity Blue Chip Growth Fund | FBGRX | - | - | 7% |
Columbia Acorn International Fund Class Z | ACINX | - | - | 7% |
Columbia Small Cap Value Fund I Class Z | CSCZX | - | - | 6% |
Fidelity Extended Market Index | FSMAX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |