Citrix Systems, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 64.94% | 132.38% | 98.93% |
Comparable Target-Date Fund [why this comparison?] |
52.18% Target-Date 2020 |
100.37% Target-Date 2030 |
155.43% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,766 (+12.77%) | +$32,012 (+32.01%) | -$56,500 (-56.50%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock U.S. Opportunities Portfolio Institutional Shares | BMCIX | 7% | 13% | 15% |
Fidelity Advisor Balanced Fund I Class | FAIOX | 32% | 41% | - |
Fidelity Advisor Freedom 2015 Fund Class I | FFVIX | 35% | 14% | - |
Fidelity Advisor Freedom 2010 Fund Class I | FCIFX | 10% | - | - |
Fidelity Advisor Freedom Income Fund Class I | FIAFX | 6% | - | - |
Fidelity 500 Index | FXAIX | 10% | 32% | 53% |
BlackRock Flexible Equity Fund Institutional Shares | CMVIX | - | - | 11% |
Fidelity Advisor Growth Opportunities Fund I Class | FAGCX | - | - | 7% |
Fidelity Small Cap Index | FSSNX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |