Brotherhood Mutual Insurance Company 401(K) Plan
Performance
HelpPortfolio Return | 17.60% | 25.70% | 3.54% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$9,918 (-9.92%) | -$35,364 (-35.36%) | -$95,391 (-95.39%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Freedom 2005 Fund | FFFVX | 3% | - | - |
Fidelity Freedom 2010 Fund | FFFCX | 12% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 16% | - | - |
Fidelity Freedom 2025 Fund | FFTWX | 18% | 15% | - |
Fidelity Freedom 2030 Fund | FFFEX | 17% | 36% | - |
Fidelity Total Bond Fund | FTBFX | 8% | - | - |
Fidelity 500 Index | FXAIX | 26% | 49% | 62% |
Fidelity Capital Appreciation Fund | FDCAX | - | - | 17% |
Fidelity Value Fund | FDVLX | - | - | 15% |
Fidelity Emerging Markets Index | FPADX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |