Us Airways, Inc. Employee Savings Plan
Performance
HelpPortfolio Return | 45.63% | 87.89% | -75.28% |
Comparable Target-Date Fund [why this comparison?] |
33.36% Target-Date 2020 |
70.88% Target-Date 2030 |
113.58% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,265 (+12.26%) | +$17,009 (+17.01%) | -$188,864 (-188.86%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
PIMCO High Yield Fund Institutional Class | PHIYX | 10% | 8% | - |
Fidelity Balanced Fund Class K | FBAKX | 47% | 31% | - |
Fidelity International Index | FSPSX | 9% | 7% | - |
Fidelity U.S. Bond Index | FXNAX | 21% | 6% | - |
Fidelity 500 Index | FXAIX | 13% | 34% | 60% |
Columbia Small Cap Index Fund Class Z | NMSCX | - | 8% | 13% |
Fidelity Contrafund Fund Class K | FCNKX | - | 6% | 11% |
Fidelity NASDAQ Composite Index Fund | FNCMX | - | - | 7% |
iShares Select Dividend ETF | DVY | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |