Tw Telecom 401(K) Plan
Performance
HelpPortfolio Return | 88.74% | 105.54% | 93.61% |
Comparable Target-Date Fund [why this comparison?] |
0.00% Target-Date 2020 |
0.00% Target-Date 2030 |
0.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$88,743 (+88.74%) | +$105,537 (+105.54%) | +$93,611 (+93.61%) |
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% |