F5 Networks, Inc. 401(k) Profit Sharing Plan And Trust
Performance
HelpPortfolio Return | 94.92% | 129.81% | 124.58% |
Comparable Target-Date Fund [why this comparison?] |
61.19% Target-Date 2020 |
109.68% Target-Date 2030 |
165.19% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$33,734 (+33.73%) | +$20,132 (+20.13%) | -$40,605 (-40.61%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Freedom 2005 Fund | FFFVX | 3% | - | - |
Fidelity Freedom 2010 Fund | FFFCX | 12% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 15% | 13% | - |
Fidelity Freedom 2025 Fund | FFTWX | 15% | 16% | - |
Fidelity Freedom 2030 Fund | FFFEX | 14% | 18% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 5% | - | - |
Fidelity Total Market Index | FSKAX | 29% | 53% | 100% |
Fidelity U.S. Bond Index | FXNAX | 7% | - | - |
Total Portfolio | 100% | 100% | 100% |