AirTran Technical
Performance
HelpPortfolio Return | 38.80% | 64.84% | 72.27% |
Comparable Target-Date Fund [why this comparison?] |
26.30% Target-Date 2020 |
58.79% Target-Date 2030 |
95.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,502 (+12.50%) | +$6,051 (+6.05%) | -$22,822 (-22.82%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Freedom 2015 Fund Class I | FFVIX | 37% | 33% | - |
Fidelity Advisor Freedom 2010 Fund Class I | FCIFX | 14% | - | - |
Fidelity Advisor Freedom Income Fund Class I | FIAFX | 9% | - | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 5% | - | - |
Fidelity 500 Index | FXAIX | 13% | 27% | 54% |
Columbia Large Cap Growth Fund III Class R4 | CSFRX | 9% | 11% | 11% |
Columbia Dividend Income Fund Class R4 Shares | CVIRX | 7% | 8% | 8% |
Columbia Small Cap Value Fund I Class R4 Shares | CVVRX | 6% | 7% | 8% |
Fidelity Advisor Freedom 2050 Fund Class I | FFFPX | - | 14% | 10% |
Fidelity Extended Market Index | FSMAX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |