Johns Hopkins University 403(b) Plan, Fidelity Investments
Performance
HelpPortfolio Return | 55.75% | 46.64% | 62.36% |
Comparable Target-Date Fund [why this comparison?] |
29.26% Target-Date 2020 |
63.07% Target-Date 2030 |
103.51% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$26,489 (+26.49%) | -$16,428 (-16.43%) | -$41,143 (-41.14%) |
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% | 3% |
Fidelity Mortgage Securities Fund | FMSFX | 39% | 15% | - |
Fidelity Growth & Income Portfolio | FGRIX | - | 3% | - |
Fidelity Large Cap Core Enhanced Index Fund | FLCEX | - | 21% | - |
Fidelity 500 Index | FXAIX | - | 29% | 29% |
Fidelity International Value Fund | FIVLX | - | - | 10% |
Fidelity Small Cap Index | FSSNX | - | - | 7% |
Fidelity Total Market Index | FSKAX | - | - | 51% |
Total Portfolio | 100% | 100% | 100% |