Czarnowski Display Service, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 27.40% | 17.01% | 0.49% |
Comparable Target-Date Fund [why this comparison?] |
26.58% Target-Date 2020 |
50.24% Target-Date 2030 |
77.80% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$818 (+0.82%) | -$33,227 (-33.23%) | -$77,310 (-77.31%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor New Insights Fund Class A | FNIAX | 9% | 11% | 9% |
Columbia Dividend Income Fund Class A | LBSAX | 5% | 7% | - |
Columbia Contrarian Core Fund Class A | LCCAX | 9% | 12% | 16% |
Fidelity Advisor High Income Advantage Fund Class A | FAHDX | 11% | 10% | - |
Fidelity Advisor Government Income Fund Class A | FVIAX | 26% | 13% | - |
Gabelli Small Cap Growth Fund Class AAA | GABSX | 12% | 15% | 20% |
Oppenheimer Developing Markets Fund Class A | ODMAX | 7% | 7% | - |
PIMCO Income Fund Class A | PONAX | 9% | - | - |
Fidelity 500 Index | FXAIX | 12% | 25% | 55% |
Total Portfolio | 100% | 100% | 100% |