Red Hat, Inc. 401k and Profit Sharing Plan
Performance
HelpPortfolio Return | 77.58% | 133.07% | 146.81% |
Comparable Target-Date Fund [why this comparison?] |
55.71% Target-Date 2020 |
100.93% Target-Date 2030 |
152.71% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$21,872 (+21.87%) | +$32,145 (+32.15%) | -$5,899 (-5.90%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 6% | - | - |
Fidelity Contrafund Fund | FCNTX | 6% | 8% | 9% |
Fidelity Equity Dividend Income Fund | FEQTX | 12% | 13% | 17% |
Fidelity Puritan Fund | FPURX | 8% | 4% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 7% | - | - |
Fidelity Total Market Index | FSKAX | 11% | 37% | 74% |
Fidelity Freedom 2015 Fund Class K | FSNLX | 18% | 10% | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 10% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 22% | 28% | - |
Total Portfolio | 100% | 100% | 100% |