Csr Technology Inc. 401(K) Plan
Performance
HelpPortfolio Return | 40.65% | 72.71% | 59.34% |
Comparable Target-Date Fund [why this comparison?] |
30.11% Target-Date 2020 |
65.21% Target-Date 2030 |
104.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,534 (+10.53%) | +$7,505 (+7.50%) | -$45,419 (-45.42%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity GNMA Fund | FGMNX | 7% | - | - |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 15% | - | - |
AMG Yacktman Fund Class I | YACKX | 14% | 17% | - |
Fidelity Balanced Fund Class K | FBAKX | 22% | 29% | - |
Fidelity Contrafund Fund Class K | FCNKX | 5% | 5% | 12% |
Fidelity 500 Index | FXAIX | 8% | 26% | 64% |
Columbia Acorn International Fund Class Y Shares | CCYIX | 6% | 7% | 8% |
Fidelity Freedom 2025 Fund Class K | FSNPX | 23% | 16% | - |
Vanguard Selected Value Fund Investor Shares | VASVX | - | - | 8% |
Fidelity Small Cap Discovery Fund | FSCRX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |