Clearwire Legacy, LLC 401(k)
Performance
HelpPortfolio Return | 85.34% | 144.74% | 237.64% |
Comparable Target-Date Fund [why this comparison?] |
62.95% Target-Date 2020 |
112.75% Target-Date 2030 |
170.36% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,396 (+22.40%) | +$31,992 (+31.99%) | +$67,278 (+67.28%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Balanced Fund | FBALX | 28% | 15% | - |
Fidelity Freedom 2010 Fund | FFFCX | 10% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 14% | 6% | - |
Fidelity Freedom 2025 Fund | FFTWX | 15% | 13% | - |
Fidelity Freedom 2030 Fund | FFFEX | 14% | 20% | - |
Fidelity U.S. Bond Index | FXNAX | 7% | - | - |
Fidelity 500 Index | FXAIX | 12% | 3% | - |
Fidelity Total Market Index | FSKAX | - | 43% | 90% |
Fidelity Freedom 2040 Fund | FFFFX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |