Tenable Network Security Inc 401 K Profit Sharing Plan Trust
Performance
HelpPortfolio Return | 26.03% | 28.16% | 20.94% |
Comparable Target-Date Fund [why this comparison?] |
29.59% Target-Date 2020 |
64.27% Target-Date 2030 |
103.29% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$3,565 (-3.56%) | -$36,112 (-36.11%) | -$82,351 (-82.35%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds American Balanced Fund Class R-4 | RLBEX | 9% | 11% | - |
Prudential Short-Term Corporate Bond Fund Class A | PBSMX | 8% | - | - |
Fidelity Extended Market Index | FSMAX | 8% | 11% | 16% |
Fidelity Advisor New Insights Fund Class I | FINSX | 7% | 8% | 13% |
Lord Abbett Total Return Fund Class A | LTRAX | 9% | - | - |
Fidelity Global ex U.S. Index | FSGGX | 13% | 12% | - |
Fidelity U.S. Bond Index | FXNAX | 22% | 16% | - |
Fidelity 500 Index | FXAIX | 16% | 32% | 54% |
John Hancock Funds Disciplined Value Fund Class R2 | JDVPX | 8% | 10% | 17% |
Total Portfolio | 100% | 100% | 100% |