State University of New York - ORP
Performance
HelpPortfolio Return | 38.30% | 70.14% | 67.75% |
Comparable Target-Date Fund [why this comparison?] |
35.07% Target-Date 2020 |
72.66% Target-Date 2030 |
115.55% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$3,228 (+3.23%) | -$2,527 (-2.53%) | -$47,802 (-47.80%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Contrafund Fund | FCNTX | 8% | 6% | - |
Fidelity Dividend Growth Fund | FDGFX | 9% | 12% | 11% |
Fidelity Freedom 2010 Fund | FFFCX | 7% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 17% | 10% | - |
Fidelity Freedom 2025 Fund | FFTWX | 18% | 14% | - |
PIMCO Total Return Fund Administrative Class | PTRAX | 4% | - | - |
TIAA-CREF Lifecycle 2010 Fund Institutional Class | TCTIX | 10% | - | - |
TIAA-CREF Lifecycle 2020 Fund Institutional Class | TCWIX | 11% | 5% | - |
Fidelity U.S. Bond Index | FXNAX | 4% | - | - |
Fidelity 500 Index | FXAIX | 12% | 28% | 48% |
Fidelity Freedom 2030 Fund | FFFEX | - | 18% | - |
Invesco American Franchise Fund Class A | VAFAX | - | 7% | 17% |
Fidelity Growth Company | FDGRX | - | - | 8% |
VY Invesco Growth and Income Portfolio Class A | IVGAX | - | - | 16% |
Total Portfolio | 100% | 100% | 100% |