fidelity
Performance
HelpPortfolio Return | 56.76% | 96.33% | 149.15% |
Comparable Target-Date Fund [why this comparison?] |
33.15% Target-Date 2020 |
69.31% Target-Date 2030 |
110.21% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$23,615 (+23.61%) | +$27,018 (+27.02%) | +$38,941 (+38.94%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Emerging Markets Stock Index Fund Admiral Shares | VEMAX | 12% | 11% | 6% |
Vanguard Total Stock Market Index Fund Admiral Shares | VTSAX | 36% | 59% | 75% |
American Beacon Large Cap Value Fund Class Institutional | AADEX | 9% | 9% | 14% |
American Century Inflation Adjusted Bond Fund Institutional Class | AIANX | 7% | - | - |
Commerce Bond Fund | CFBNX | 15% | 10% | - |
JPMorgan Core Bond Fund Class R6 | JCBUX | 14% | 11% | - |
PIMCO Low Duration Fund Institutional Class | PTLDX | 7% | - | - |
Janus Global Technology Fund Class I | JATIX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |