Cytology Services of Maryland 401k Plan
Performance
HelpPortfolio Return | 74.30% | 123.17% | 204.49% |
Comparable Target-Date Fund [why this comparison?] |
52.49% Target-Date 2020 |
95.54% Target-Date 2030 |
144.51% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$21,820 (+21.82%) | +$27,635 (+27.64%) | +$59,982 (+59.98%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 5% | 26% | 81% |
Fidelity Balanced Fund | FBALX | 22% | 26% | - |
Fidelity Freedom 2010 Fund | FFFCX | 12% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 17% | - | - |
Fidelity Freedom 2030 Fund | FFFEX | 17% | 5% | - |
Pax Balanced Fund Individual Investor Class | PAXWX | 27% | 14% | - |
Fidelity Freedom 2040 Fund | FFFFX | - | 15% | - |
Fidelity Freedom 2050 Fund | FFFHX | - | 14% | - |
Victory RS Partners Fund Class A | RSPFX | - | - | 13% |
Templeton Developing Markets Trust Class A | TEDMX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |