Digicon Corporation 401(K) Retirement & Profit Sharing Plan
Performance
HelpPortfolio Return | 40.19% | 42.56% | 33.55% |
Comparable Target-Date Fund [why this comparison?] |
27.05% Target-Date 2020 |
60.31% Target-Date 2030 |
97.60% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$13,144 (+13.14%) | -$17,749 (-17.75%) | -$64,048 (-64.05%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Contrafund Fund | FCNTX | 1% | 2% | 9% |
Fidelity Freedom 2020 Fund | FFFDX | 17% | - | - |
Fidelity Freedom 2025 Fund | FFTWX | 24% | - | - |
Fidelity Government Income Fund | FGOVX | 12% | 7% | - |
Fidelity High Income Fund | SPHIX | 5% | - | - |
First Eagle Overseas Fund Class A | SGOVX | 13% | 32% | - |
Fidelity 500 Index | FXAIX | 28% | 59% | 72% |
American Beacon Small Cap Value Fund Investor Class | AVPAX | - | - | 8% |
Fidelity Extended Market Index | FSMAX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |