North Dakota Public Employees Retirement System
Performance
HelpPortfolio Return | 97.01% | 156.54% | 192.96% |
Comparable Target-Date Fund [why this comparison?] |
62.07% Target-Date 2020 |
110.99% Target-Date 2030 |
166.65% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$34,941 (+34.94%) | +$45,556 (+45.56%) | +$26,313 (+26.31%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Dividend Growth Fund | FDGFX | 8% | 9% | 18% |
Fidelity Freedom 2010 Fund | FFFCX | 14% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 20% | 12% | - |
Fidelity Freedom 2030 Fund | FFFEX | 19% | 16% | - |
Fidelity Puritan Fund | FPURX | 16% | 19% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 10% | - | - |
Fidelity 500 Index | FXAIX | 13% | 29% | 53% |
Fidelity Freedom 2040 Fund | FFFFX | - | 15% | 12% |
Fidelity Blue Chip Growth Fund | FBGRX | - | - | 9% |
Fidelity Growth Company | FDGRX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |