Oshkosh Corporation And Affiliates Tax Deferred Investment Plan
Performance
HelpPortfolio Return | 16.99% | 34.22% | 61.28% |
Comparable Target-Date Fund [why this comparison?] |
-2.08% Target-Date 2020 |
19.40% Target-Date 2030 |
42.77% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,073 (+19.07%) | +$14,815 (+14.82%) | +$18,510 (+18.51%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 19% | 34% | 67% |
Fidelity Advisor Total Bond - Z | 12% | - | - | |
T. Rowe Price International Value - I | 14% | 17% | 13% | |
Fidelity Balanced Fund Class K | FBAKX | 29% | 36% | - |
Fidelity Freedom Income Class K | FNSHX | 26% | 11% | - |
Fidelity Growth Company Commingled Pool | - | 2% | 9% | |
Columbia Small Cap Value Fund II Class Y Shares | CRRYX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |