Tw Telecom 401(K) Plan
Performance
HelpPortfolio Return | 93.87% | 112.41% | 101.70% |
Comparable Target-Date Fund [why this comparison?] |
36.07% Target-Date 2020 |
75.27% Target-Date 2030 |
119.83% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$57,802 (+57.80%) | +$37,138 (+37.14%) | -$18,128 (-18.13%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 17% | 36% | 78% |
Fidelity Extended Market Index | FSMAX | 7% | 10% | 22% |
Fidelity Low-Priced Stock Fund Class K | FLPKX | 4% | 4% | - |
Fidelity Freedom Index 2005 Fund Investor Class | FJIFX | 18% | - | - |
Fidelity Freedom Index 2025 Fund Investor Class | FQIFX | 20% | 16% | - |
Fidelity Freedom Index 2015 Fund Investor Class | FLIFX | 22% | 19% | - |
Fidelity Freedom Index 2020 Fund Investor Class | FPIFX | 12% | - | - |
Fidelity Freedom Index 2050 Fund Investor Class | FIPFX | - | 6% | - |
Fidelity Freedom Index 2055 Fund Investor Class | FDEWX | - | 9% | - |
Total Portfolio | 100% | 100% | 100% |