Gerdau Ameristeel Us 401(K) Retirement Plan
Performance
HelpPortfolio Return | 62.21% | 103.04% | 168.17% |
Comparable Target-Date Fund [why this comparison?] |
30.82% Target-Date 2020 |
66.59% Target-Date 2030 |
107.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$31,389 (+31.39%) | +$36,454 (+36.45%) | +$60,563 (+60.56%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity 500 Index | FXAIX | 15% | 34% | 79% |
Fidelity Freedom 2010 Fund Class K | FSNKX | 53% | 18% | - |
Fidelity Freedom 2050 Fund Class K | FNSBX | 15% | 22% | 8% |
Fidelity Freedom 2055 Fund Class K | FNSDX | 17% | 26% | 13% |
Total Portfolio | 100% | 100% | 100% |