Coach, Inc. 401k Savings and Profit Sharing Plan
Performance
HelpPortfolio Return | 78.70% | 130.74% | 49.65% |
Comparable Target-Date Fund [why this comparison?] |
56.33% Target-Date 2020 |
102.02% Target-Date 2030 |
154.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$22,364 (+22.36%) | +$28,726 (+28.73%) | -$104,613 (-104.61%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Balanced Fund | FBALX | 28% | 20% | - |
Fidelity Freedom 2010 Fund | FFFCX | 10% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 14% | 9% | - |
Fidelity Freedom 2025 Fund | FFTWX | 15% | 10% | - |
Fidelity Freedom 2030 Fund | FFFEX | 14% | 11% | - |
Fidelity U.S. Bond Index | FXNAX | 7% | - | - |
Fidelity 500 Index | FXAIX | 12% | 34% | 70% |
Fidelity Freedom 2040 Fund | FFFFX | - | 9% | - |
Fidelity Extended Market Index | FSMAX | - | 7% | 20% |
Vanguard FTSE All-World ex-US Index Fund Institutional Shares | VFWSX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |