Tender Touch Health Care Services, Inc Plan
Performance
HelpPortfolio Return | 7.95% | 45.99% | 11.42% |
Comparable Target-Date Fund [why this comparison?] |
13.29% Target-Date 2020 |
41.06% Target-Date 2030 |
72.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$5,343 (-5.34%) | +$4,929 (+4.93%) | -$60,595 (-60.59%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Freedom 2005 Fund Class A | FFAVX | 28% | 12% | - |
Fidelity Advisor New Insights Fund Class A | FNIAX | 8% | 11% | 16% |
Fidelity Advisor Balanced Fund Class A | FABLX | 26% | 18% | - |
Fidelity Advisor Large Cap Fund Class A | FALAX | 9% | 9% | 16% |
First Eagle Global Fund Class A | SGENX | 23% | 22% | - |
JPMorgan Core Plus Bond Fund Class A | ONIAX | 6% | - | - |
Fidelity Small Cap Index | FSSNX | - | 6% | 14% |
Fidelity 500 Index | FXAIX | - | 22% | 54% |
Total Portfolio | 100% | 100% | 100% |