Safilo Usa, Inc. Profit Sharing Plan
Performance
HelpPortfolio Return | -42.33% | -54.83% | -47.93% |
Comparable Target-Date Fund [why this comparison?] |
12.70% Target-Date 2020 |
43.00% Target-Date 2030 |
78.69% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$55,024 (-55.02%) | -$97,828 (-97.83%) | -$126,619 (-126.62%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Government Income Fund | FGOVX | 7% | - | - |
Fidelity Large Cap Stock Fund | FLCSX | 22% | 12% | 16% |
Fidelity Freedom 2015 Fund Class K | FSNLX | 10% | 11% | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 15% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 46% | 20% | - |
T. Rowe Price Equity Income Fund | PRFDX | - | 12% | 14% |
Fidelity Growth Company Fund Class K | FGCKX | - | 7% | 7% |
Fidelity 500 Index | FXAIX | - | 12% | 36% |
Fidelity Blue Chip Growth Fund Class K | FBGKX | - | 6% | 7% |
Fidelity Fund Class K | FFDKX | - | 7% | 9% |
Fidelity Freedom 2030 Fund Class K | FSNQX | - | 13% | - |
Fidelity Extended Market Index | FSMAX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |