Colorado State University
Performance
HelpPortfolio Return | 60.67% | 52.64% | 65.43% |
Comparable Target-Date Fund [why this comparison?] |
33.00% Target-Date 2020 |
68.98% Target-Date 2030 |
109.61% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$27,672 (+27.67%) | -$16,339 (-16.34%) | -$44,182 (-44.18%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity International Small Cap Fund | FISMX | 24% | 21% | - |
Fidelity Large Cap Stock Fund | FLCSX | 37% | 11% | 9% |
Fidelity Mortgage Securities Fund | FMSFX | 39% | 15% | - |
Fidelity Large Cap Core Enhanced Index Fund | FLCEX | - | 21% | - |
Fidelity Growth & Income Portfolio Class K | FGIKX | - | 4% | 5% |
Fidelity 500 Index | FXAIX | - | 28% | 25% |
Fidelity International Value Fund | FIVLX | - | - | 9% |
Fidelity Trend Fund | FTRNX | - | - | 13% |
Fidelity Small Cap Index | FSSNX | - | - | 9% |
Fidelity Total Market Index | FSKAX | - | - | 30% |
Total Portfolio | 100% | 100% | 100% |