Fossil, Inc. Savings And Retirement Plan
Performance
HelpPortfolio Return | 40.10% | 74.26% | 113.82% |
Comparable Target-Date Fund [why this comparison?] |
27.33% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,764 (+12.76%) | +$13,375 (+13.38%) | +$14,925 (+14.93%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Contrafund Fund | FCNTX | 8% | 14% | 30% |
Delaware High-Yield Opportunities Fund Institutional Class | DHOIX | 10% | 6% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 23% | - | - |
T. Rowe Price Balanced Fund | RPBAX | 12% | 15% | - |
Invesco Equity and Income Fund Class Y | ACETX | 23% | 30% | - |
Invesco Comstock Fund Class Y | ACSDX | 6% | 11% | 33% |
American Funds The Growth Fund of America Class R-6 | RGAGX | 18% | 24% | 29% |
Wells Fargo Special Small Cap Value Fund - Class Inst | ESPNX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |