Analog Devices, Inc. The Investment Partnership Plan
Performance
HelpPortfolio Return | -21.35% | -33.47% | 64.16% |
Comparable Target-Date Fund [why this comparison?] |
35.53% Target-Date 2020 |
74.28% Target-Date 2030 |
118.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$56,878 (-56.88%) | -$107,748 (-107.75%) | -$54,101 (-54.10%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Columbia Dividend Income Fund Class Z | GSFTX | 10% | 13% | - |
Fidelity Growth Company Fund Class K | FGCKX | 4% | 5% | 4% |
Fidelity U.S. Bond Index | FXNAX | 8% | - | - |
Fidelity 500 Index | FXAIX | 13% | 33% | 78% |
Fidelity Freedom 2015 Fund Class K | FSNLX | 18% | - | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 15% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 32% | 16% | - |
Fidelity Freedom 2030 Fund Class K | FSNQX | - | 33% | - |
Vanguard Small-Cap Index Fund Institutional Shares | VSCIX | - | - | 18% |
Total Portfolio | 100% | 100% | 100% |