Univision Savings Tax Advantage Retirement Plan
Performance
HelpPortfolio Return | 38.96% | 68.93% | 122.28% |
Comparable Target-Date Fund [why this comparison?] |
26.30% Target-Date 2020 |
80.20% Target-Date 2030 |
356.81% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,665 (+12.66%) | -$11,272 (-11.27%) | -$234,531 (-234.53%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 6% | - | - |
Harbor Capital Appreciation Fund Institutional Class | HACAX | 8% | 9% | 8% |
PIMCO Total Return Fund Institutional Class | PTTRX | 5% | - | - |
T. Rowe Price Equity Income Fund | PRFDX | 12% | 16% | 17% |
Fidelity Balanced Fund Class K | FBAKX | 20% | 25% | - |
Fidelity Freedom 2015 Fund Class K | FSNLX | 18% | - | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 9% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 22% | 31% | - |
Fidelity 500 Index | FXAIX | - | 19% | 45% |
Fidelity Extended Market Index | FSMAX | - | - | 15% |
Fidelity Fund Class K | FFDKX | - | - | 7% |
Fidelity Freedom 2040 Fund Class K | FSNVX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |