play store 401(k) plan
Performance
HelpPortfolio Return | 25.52% | 58.79% | 91.20% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$1,252 (-1.25%) | -$805 (-0.81%) | -$5,149 (-5.15%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Target Retirement 2020 Fund Investor Shares | VTWNX | 82% | 38% | - |
Third Avenue Real Estate Value Fund Institutional Class | TAREX | 7% | 17% | 27% |
Fidelity Contrafund Fund Class K | FCNKX | 11% | 9% | - |
Fidelity Emerging Markets Discovery Fund | FEDDX | - | 8% | 7% |
Fidelity Magellan Fund Class K | FMGKX | - | 28% | 59% |
Small Cap Fund | - | - | 7% | |
Total Portfolio | 100% | 100% | 100% |