Salesforce.Com, Inc. And Salesforce.Com Foundation 401(K) Plan
Performance
HelpPortfolio Return | 75.77% | 123.77% | 70.46% |
Comparable Target-Date Fund [why this comparison?] |
48.34% Target-Date 2020 |
93.01% Target-Date 2030 |
144.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,435 (+27.43%) | +$30,768 (+30.77%) | -$73,541 (-73.54%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Puritan Fund | FPURX | 1% | - | - |
Fidelity U.S. Bond Index | FXNAX | 7% | - | - |
Fidelity 500 Index | FXAIX | 25% | 54% | 68% |
Fidelity Freedom 2015 Fund Class K | FSNLX | 18% | - | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 16% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 33% | 46% | - |
Fidelity Contrafund Fund | FCNTX | - | - | 5% |
Fidelity Small Cap Discovery Fund | FSCRX | - | - | 8% |
Columbia Acorn International Fund Class Z | ACINX | - | - | 8% |
Fidelity Extended Market Index | FSMAX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |