Orlando Utilitys Commission
Performance
HelpPortfolio Return | 51.28% | 88.80% | 46.22% |
Comparable Target-Date Fund [why this comparison?] |
30.11% Target-Date 2020 |
65.21% Target-Date 2030 |
104.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$21,170 (+21.17%) | +$23,596 (+23.60%) | -$58,533 (-58.53%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Beacon International Equity Fund Institutional Class | AAIEX | 8% | 9% | 9% |
Fidelity Contrafund Fund Class K | FCNKX | 2% | 3% | 9% |
Fidelity U.S. Bond Index | FXNAX | 15% | - | - |
Fidelity 500 Index | FXAIX | 26% | 49% | 66% |
Fidelity Freedom Income Class K | FNSHX | 2% | - | - |
Fidelity Freedom 2015 Fund Class K | FSNLX | 20% | 7% | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 27% | 32% | - |
American Beacon Small Cap Value Fund Class Institutional | AVFIX | - | - | 7% |
Fidelity Extended Market Index | FSMAX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |