Life Technologies Corporation 401k Savings Plan
Performance
HelpPortfolio Return | 36.54% | 68.43% | 79.59% |
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) |
-$19,794 (-19.79%) | -$33,588 (-33.59%) | -$74,671 (-74.67%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Freedom 2010 Fund | FFFCX | 11% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 17% | - | - |
Fidelity Freedom 2025 Fund | FFTWX | 19% | 15% | - |
Fidelity Freedom 2030 Fund | FFFEX | 18% | 36% | - |
American Funds The Growth Fund of America Class R-5 | RGAFX | 2% | 3% | 16% |
PIMCO Total Return Fund Institutional Class | PTTRX | 10% | - | - |
Fidelity 500 Index | FXAIX | 23% | 46% | 58% |
Fidelity Growth Company | FDGRX | - | - | 5% |
Hartford Dividend and Growth HLS Fund Class IA | HIADX | - | - | 12% |
Invesco Small Cap Value Fund Class A | VSCAX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |