Rehabcare Group, Inc. 401(K) Employee Savings Plan
Performance
HelpPortfolio Return | 4.51% | -10.90% | -36.42% |
Comparable Target-Date Fund [why this comparison?] |
-0.37% Target-Date 2020 |
22.01% Target-Date 2030 |
46.63% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,879 (+4.88%) | -$32,915 (-32.92%) | -$83,049 (-83.05%) |
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% |