Tcs 401(K) Plan
Performance
HelpPortfolio Return | 38.75% | 81.94% | 143.48% |
Comparable Target-Date Fund [why this comparison?] |
30.82% Target-Date 2020 |
66.59% Target-Date 2030 |
107.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$7,933 (+7.93%) | +$15,352 (+15.35%) | +$35,876 (+35.88%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dodge & Cox International Stock Fund | DODFX | 12% | 12% | 11% |
Franklin Income Fund Advisor Class | FRIAX | 14% | 13% | - |
Fidelity Extended Market Index | FSMAX | 7% | 10% | 17% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 9% | 9% | 5% |
Wells Fargo Core Bond Fund - Class Inst | MBFIX | 37% | 15% | - |
Fidelity 500 Index | FXAIX | 21% | 41% | 67% |
Total Portfolio | 100% | 100% | 100% |