Terex Corporation And Affiliates 401(K) Retirement Savings Plan
Performance
HelpPortfolio Return | 6.95% | 20.80% | 54.01% |
Comparable Target-Date Fund [why this comparison?] |
-9.63% Target-Date 2020 |
14.16% Target-Date 2030 |
24.60% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$16,579 (+16.58%) | +$6,645 (+6.65%) | +$29,404 (+29.40%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Balanced Fund Class K | FBAKX | 26% | 30% | - |
Fidelity U.S. Bond Index | FXNAX | 7% | - | - |
Fidelity 500 Index | FXAIX | 14% | 30% | 79% |
Fidelity Freedom 2020 K6 | fatkx | 14% | - | - |
Fidelity Freedom 2025 K6 | fdtkx | 34% | 17% | - |
Fidelity Freedom Income K6 | fytkx | 5% | - | - |
Fidelity Freedom 2055 K6 | fctkx | - | 23% | - |
Fidelity Extended Market Index | FSMAX | - | - | 17% |
Glenmede Small Cap Equity Portfolio Institutional Class | GTSCX | - | - | 4% |
Total Portfolio | 100% | 100% | 100% |