Dal Global Services 401(K) Savings Plan
Performance
HelpPortfolio Return | 69.35% | 117.36% | 153.44% |
Comparable Target-Date Fund [why this comparison?] |
41.60% Target-Date 2020 |
83.61% Target-Date 2030 |
131.19% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,749 (+27.75%) | +$33,756 (+33.76%) | +$22,253 (+22.25%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Contrafund Fund | FCNTX | 7% | 9% | - |
Fidelity Freedom 2010 Fund | FFFCX | 23% | 9% | - |
Fidelity Freedom 2020 Fund | FFFDX | 17% | 14% | - |
Fidelity Freedom 2030 Fund | FFFEX | 9% | 13% | - |
Fidelity Freedom Income Fund | FFFAX | 16% | - | - |
Fidelity Growth & Income Portfolio | FGRIX | 9% | 11% | 15% |
Fidelity Small Cap Stock Fund | FSLCX | 6% | 7% | 14% |
Fidelity 500 Index | FXAIX | 13% | 30% | 61% |
Fidelity Freedom 2040 Fund | FFFFX | - | 7% | - |
Fidelity Blue Chip Growth Fund | FBGRX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |