Markit North America, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 60.71% | 104.03% | 183.33% |
Comparable Target-Date Fund [why this comparison?] |
42.44% Target-Date 2020 |
85.61% Target-Date 2030 |
135.15% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$18,266 (+18.27%) | +$18,426 (+18.43%) | +$48,180 (+48.18%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
PIMCO Total Return Fund Institutional Class | PTTRX | 8% | - | - |
Fidelity 500 Index | FXAIX | 26% | 34% | 61% |
Fidelity Freedom 2015 Fund Class K | FSNLX | 26% | 15% | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 40% | 27% | - |
American Beacon Large Cap Value Fund Class Institutional | AADEX | - | 7% | 12% |
Fidelity Contrafund Fund Class K | FCNKX | - | 9% | 14% |
Fidelity Small Cap Index | FSSNX | - | 8% | 13% |
Total Portfolio | 100% | 100% | 100% |