Integrated Design Group, Inc. 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 63.14% | 56.11% | 45.10% |
Comparable Target-Date Fund [why this comparison?] |
33.79% Target-Date 2020 |
∞% Target-Date 2030 |
113.20% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$29,350 (+29.35%) | -∞ (-∞%) | -$68,100 (-68.10%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Capital & Income Fund | FAGIX | 10% | 8% | - |
Janus Short Term Bond Fund Class T | JASBX | 5% | - | - |
Baird Core Plus Bond Fund Class Investor | BCOSX | 13% | 9% | - |
BlackRock Global Allocation Fund, Inc. Institutional Shares | MALOX | 15% | 14% | - |
Harbor International Fund Investor Class | HIINX | 11% | 11% | - |
Fidelity Total Market Index | FSKAX | 34% | 54% | 65% |
Fidelity 500 Index | FXAIX | 1% | 4% | 27% |
Fidelity Intermediate Treasury Bond Index | FUAMX | 11% | - | - |
PIMCO StocksPLUS Small Fund Institutional Class | PSCSX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |