Loral Savings Plan
Performance
HelpPortfolio Return | 114.40% | 173.59% | 197.61% |
Comparable Target-Date Fund [why this comparison?] |
47.72% Target-Date 2020 |
109.33% Target-Date 2030 |
143.38% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$66,686 (+66.69%) | +$64,261 (+64.26%) | +$54,235 (+54.23%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
PIMCO Total Return Fund Institutional Class | PTTRX | 6% | - | - |
Fidelity Balanced Fund Class K | FBAKX | 25% | 19% | - |
Fidelity 500 Index | FXAIX | 14% | 41% | 68% |
Fidelity Freedom 2015 Fund Class K | FSNLX | 23% | 4% | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 32% | 30% | - |
JPMorgan Small Cap Value Fund Class R6 | JSVUX | - | 6% | 7% |
Fidelity Extended Market Index | FSMAX | - | - | 8% |
Oakmark International Fund Class I | OAKIX | - | - | 7% |
Fidelity Contrafund Fund Class K | FCNKX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |