Reckitt Benckiser Pharmaceuticals Inc. Profit Sharing And 401(K) Plan
Performance
HelpPortfolio Return | -45.46% | -53.21% | -37.16% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.33% Target-Date 2030 |
99.71% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$72,981 (-72.98%) | -$114,540 (-114.54%) | -$136,869 (-136.87%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Beacon Large Cap Value Fund Class Institutional | AADEX | 14% | 10% | 12% |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 9% | 7% | 8% |
Fidelity Global ex U.S. Index | FSGGX | 11% | 10% | 8% |
Fidelity U.S. Bond Index | FXNAX | 13% | - | - |
Fidelity 500 Index | FXAIX | 18% | 37% | 58% |
Fidelity Freedom Income Class K | FNSHX | 35% | 26% | - |
Fidelity Extended Market Index | FSMAX | - | 10% | 14% |
Total Portfolio | 100% | 100% | 100% |