Tcs 401(K) Plan
Performance
HelpPortfolio Return | 33.89% | 73.48% | 128.85% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$7,121 (+7.12%) | +$13,889 (+13.89%) | +$32,500 (+32.50%) |
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% |