Rehabcare Group, Inc. 401(K) Employee Savings Plan
Performance
HelpPortfolio Return | 4.27% | -11.23% | -36.77% |
Comparable Target-Date Fund [why this comparison?] |
-0.51% Target-Date 2020 |
21.68% Target-Date 2030 |
46.03% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,778 (+4.78%) | -$32,910 (-32.91%) | -$82,803 (-82.80%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Short-Term Bond Fund | FSHBX | 46% | 24% | - |
Fidelity 500 Index | FXAIX | 54% | 76% | 100% |
Total Portfolio | 100% | 100% | 100% |