Fidelity Investments 401(k)
Performance
HelpPortfolio Return | 53.91% | 88.77% | 125.57% |
Comparable Target-Date Fund [why this comparison?] |
35.96% Target-Date 2020 |
74.36% Target-Date 2030 |
118.59% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,948 (+17.95%) | +$14,412 (+14.41%) | +$6,976 (+6.98%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity GNMA Fund | FGMNX | 16% | - | - |
Fidelity Strategic Dividend & Income Fund | FSDIX | 11% | 19% | - |
Fidelity Puritan Fund Class K | FPUKX | 18% | 17% | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 23% | - | - |
Fidelity Freedom 2035 Fund Class K | FSNUX | 12% | - | - |
Fidelity Freedom 2040 Fund Class K | FSNVX | 12% | 24% | - |
Fidelity Freedom 2045 Fund Class K | FSNZX | 8% | 16% | - |
Fidelity Asset Manager 85% Fund | FAMRX | - | 24% | 100% |
Total Portfolio | 100% | 100% | 100% |