Broadcom Corporation Employee Savings Plan
Performance
HelpPortfolio Return | 70.13% | 120.33% | 197.27% |
Comparable Target-Date Fund [why this comparison?] |
51.75% Target-Date 2020 |
∞% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$18,380 (+18.38%) | -∞ (-∞%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Balanced Fund | FBALX | 27% | 29% | - |
Fidelity Freedom 2010 Fund | FFFCX | 8% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 13% | - | - |
Fidelity Freedom 2025 Fund | FFTWX | 15% | 9% | - |
Fidelity Freedom 2030 Fund | FFFEX | 14% | 23% | - |
Loomis Sayles Strategic Income Fund Class A | NEFZX | 6% | - | - |
PIMCO Total Return Fund Administrative Class | PTRAX | 5% | - | - |
Fidelity 500 Index | FXAIX | 12% | 31% | 59% |
American Beacon Large Cap Value Fund Class Institutional | AADEX | - | 8% | 10% |
Fidelity Small Cap Stock Fund | FSLCX | - | - | 9% |
Fidelity Value Fund | FDVLX | - | - | 6% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | - | - | 16% |
Total Portfolio | 100% | 100% | 100% |