Point.360 401(K) Plan
Performance
HelpPortfolio Return | 32.16% | 61.78% | 113.31% |
Comparable Target-Date Fund [why this comparison?] |
11.89% Target-Date 2020 |
39.69% Target-Date 2030 |
71.07% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,262 (+20.26%) | +$22,082 (+22.08%) | +$42,240 (+42.24%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Strategic Income Fund Class T | FSIAX | 10% | - | - |
American Century Investments One Choice In Retirement Portfolio Investor Class | ARTOX | 21% | 17% | - |
Fidelity Advisor Equity Growth Fund Class T | FAEGX | 12% | 12% | 17% |
Fidelity Advisor Large Cap Fund Class A | FALAX | 20% | 24% | 36% |
Fidelity Advisor Government Income Fund Class T | FVITX | 10% | - | - |
American Century Investments One Choice 2030 Portfolio Investor Class | ARCVX | 27% | 25% | - |
Fidelity Advisor Stock Selector All Cap Fund Class T | FSJHX | - | 22% | 47% |
Total Portfolio | 100% | 100% | 100% |