Csr Technology Inc. 401(K) Plan
Performance
HelpPortfolio Return | 41.26% | 74.57% | 61.36% |
Comparable Target-Date Fund [why this comparison?] |
30.82% Target-Date 2020 |
66.59% Target-Date 2030 |
107.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,445 (+10.44%) | +$7,987 (+7.99%) | -$46,246 (-46.25%) |
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% |