Schering-Plough Employees' Savings Plan
Performance
HelpPortfolio Return | -84.83% | -71.48% | 3.17% |
Comparable Target-Date Fund [why this comparison?] |
61.42% Target-Date 2020 |
109.79% Target-Date 2030 |
164.74% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$146,258 (-146.26%) | -$181,270 (-181.27%) | -$161,575 (-161.57%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Freedom 2005 Fund | FFFVX | 6% | - | - |
Fidelity Freedom 2010 Fund | FFFCX | 13% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 15% | 13% | - |
Fidelity Freedom 2025 Fund | FFTWX | 14% | 13% | - |
Fidelity Freedom 2030 Fund | FFFEX | 12% | 12% | - |
iShares Russell 2000 ETF | IWM | 7% | 10% | 22% |
PIMCO Total Return Fund Institutional Class | PTTRX | 9% | - | - |
T. Rowe Price U.S. Large-Cap Core Fund | TRULX | 24% | 42% | 78% |
Fidelity Freedom 2040 Fund | FFFFX | - | 10% | - |
Total Portfolio | 100% | 100% | 100% |