Wood Group 401(K) Plan
Performance
HelpPortfolio Return | 81.64% | 141.30% | 154.58% |
Comparable Target-Date Fund [why this comparison?] |
53.80% Target-Date 2020 |
99.19% Target-Date 2030 |
151.68% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,838 (+27.84%) | +$42,110 (+42.11%) | +$2,900 (+2.90%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Freedom 2020 Fund Class I | FDIFX | 39% | - | - |
Fidelity Advisor High Income Advantage Fund I Class | FAHCX | 8% | - | - |
Fidelity Advisor Leveraged Company Stock Fund I Class | FLVIX | 6% | 13% | 27% |
Fidelity Advisor Government Income Fund Class I | FVIIX | 8% | - | - |
Fidelity Advisor Technology Fund I Class | FATIX | 6% | 9% | 15% |
Fidelity Advisor Asset Manager 70% Fund I Class | FAAIX | 33% | 78% | 13% |
Nuveen Real Estate Securities Fund Class I | FARCX | - | - | 9% |
Oppenheimer Developing Markets Fund Class Y | ODVYX | - | - | 12% |
Wells Fargo Growth Fund - Class Inst | SGRNX | - | - | 24% |
Total Portfolio | 100% | 100% | 100% |