Lodor Enterprises, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 47.11% | 80.68% | 34.63% |
Comparable Target-Date Fund [why this comparison?] |
27.33% Target-Date 2020 |
60.89% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,778 (+19.78%) | +$19,792 (+19.79%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Balanced Fund | FBALX | 53% | 40% | - |
Columbia Dividend Income Fund Class A | LBSAX | 12% | 12% | 10% |
Wells Fargo Emerging Markets Equity Fund - Class Admin | EMGYX | 9% | 9% | 6% |
JPMorgan Core Plus Bond Fund Select Class | HLIPX | 9% | - | - |
Fidelity U.S. Bond Index | FXNAX | 17% | 8% | - |
Fidelity Extended Market Index | FSMAX | - | 10% | 21% |
Fidelity 500 Index | FXAIX | - | 21% | 59% |
Fidelity Blue Chip Growth Fund | FBGRX | - | - | 4% |
Total Portfolio | 100% | 100% | 100% |