Exelixis, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 40.17% | 66.93% | 67.68% |
Comparable Target-Date Fund [why this comparison?] |
63.62% Target-Date 2020 |
34.38% Target-Date 2030 |
72.24% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$23,445 (-23.45%) | +$32,544 (+32.54%) | -$4,558 (-4.56%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Total Bond Fund Class A | FEPAX | 11% | 1% | - |
Fidelity Advisor Government Income Fund Class A | FVIAX | 10% | 2% | - |
JPMorgan SmartRetirement Income Fund Class Institutional Shares | JSIIX | 36% | 30% | - |
Fidelity Total Market Index | FSKAX | 43% | 67% | 91% |
Invesco Equally-Weighted S&P 500 Fund Class A | VADAX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |