Brierley & Partners, Inc. 401(K) Plan
Performance
HelpPortfolio Return | -11.79% | 5.11% | 28.54% |
Comparable Target-Date Fund [why this comparison?] |
66.21% Target-Date 2020 |
42.14% Target-Date 2030 |
79.14% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$78,000 (-78.00%) | -$37,032 (-37.03%) | -$50,601 (-50.60%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock S&P 500 Index Fund Class K Share | WFSPX | 14% | 20% | 25% |
Putnam Dynamic Asset Allocation Conservative Fund Class A | PACAX | 37% | 28% | - |
Fidelity Emerging Markets Index | FPADX | 11% | 11% | 7% |
Fidelity Small Cap Index | FSSNX | 8% | 9% | 11% |
Fidelity Total Market Index | FSKAX | 15% | 32% | 57% |
Fidelity U.S. Bond Index | FXNAX | 15% | - | - |
Total Portfolio | 100% | 100% | 100% |