Cray, Inc. 401(k) Savings Plan And Trust
Performance
HelpPortfolio Return | 105.19% | 154.24% | 208.36% |
Comparable Target-Date Fund [why this comparison?] |
∞% Target-Date 2020 |
121.35% Target-Date 2030 |
180.90% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-∞ (-∞%) | +$32,891 (+32.89%) | +$27,460 (+27.46%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Balanced Fund | FBALX | 45% | 47% | - |
Fidelity Freedom 2010 Fund | FFFCX | 14% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 15% | - | - |
Fidelity Freedom 2025 Fund | FFTWX | 15% | - | - |
Fidelity Freedom 2030 Fund | FFFEX | 11% | - | - |
Fidelity Freedom 2040 Fund | FFFFX | - | 15% | 14% |
Fidelity Freedom 2045 Fund | FFFGX | - | 10% | - |
Fidelity Freedom 2050 Fund | FFFHX | - | 11% | 9% |
FMI Common Stock Fund | FMIMX | - | 7% | 12% |
Marsico Focus Fund | MFOCX | - | 10% | 42% |
Vanguard Small Capitalization Index Fund Investor Shares | NAESX | - | - | 23% |
Total Portfolio | 100% | 100% | 100% |