AOL Savings Plan
Performance
HelpPortfolio Return | 87.71% | 136.13% | 179.49% |
Comparable Target-Date Fund [why this comparison?] |
56.33% Target-Date 2020 |
102.02% Target-Date 2030 |
154.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$31,377 (+31.38%) | +$34,110 (+34.11%) | +$25,235 (+25.23%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Extended Market Index Fund Institutional Shares | VIEIX | 6% | 9% | 20% |
Vanguard Institutional Index Fund Institutional Shares | VINIX | 22% | 20% | 40% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 7% | - | - |
Fidelity Freedom 2010 Fund | FFFCX | 14% | 3% | - |
Fidelity Freedom 2020 Fund | FFFDX | 15% | 13% | - |
Fidelity Freedom 2025 Fund | FFTWX | 14% | 14% | - |
Fidelity Freedom 2030 Fund | FFFEX | 12% | 15% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 7% | - | - |
Pioneer Disciplined Value Fund Class Y | CVFYX | 3% | 8% | 6% |
Fidelity Contrafund Fund | FCNTX | - | 6% | - |
Fidelity 500 Index | FXAIX | - | 12% | 34% |
Total Portfolio | 100% | 100% | 100% |