Omnicom Group Retirement Savings Plan
Performance
HelpPortfolio Return | 51.32% | 85.58% | 135.97% |
Comparable Target-Date Fund [why this comparison?] |
30.11% Target-Date 2020 |
65.21% Target-Date 2030 |
104.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$21,211 (+21.21%) | +$20,371 (+20.37%) | +$31,212 (+31.21%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
PIMCO Total Return Fund Institutional Class | PTTRX | 23% | 7% | - |
T. Rowe Price Institutional Large Cap Core Growth Fund | TPLGX | 7% | 8% | 16% |
T. Rowe Price Institutional Large Cap Value Fund | TILCX | 18% | 22% | 38% |
Fidelity Contrafund Fund Class K | FCNKX | 8% | 8% | 10% |
Fidelity Freedom 2005 Fund Class K | FSNJX | 8% | - | - |
Fidelity Freedom 2030 Fund Class K | FSNQX | 36% | 37% | - |
Vanguard FTSE Social Index Fund Institutional Shares | VFTNX | - | 5% | 16% |
Fidelity 500 Index | FXAIX | - | 13% | 20% |
Total Portfolio | 100% | 100% | 100% |