Integration Point 401(k)
Performance
HelpPortfolio Return | 25.94% | 53.04% | 94.68% |
Comparable Target-Date Fund [why this comparison?] |
26.72% Target-Date 2020 |
59.73% Target-Date 2030 |
96.95% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$777 (-0.78%) | -$6,689 (-6.69%) | -$2,269 (-2.27%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor New Insights Fund Class A | FNIAX | 7% | 18% | 54% |
Fidelity Four-in-One Index Fund | FFNOX | 31% | 49% | - |
American Century Investments One Choice In Retirement Portfolio Investor Class | ARTOX | 44% | 14% | - |
Franklin Income Fund Advisor Class | FRIAX | 8% | 8% | - |
Loomis Sayles Strategic Income Fund Class A | NEFZX | 10% | - | - |
DFA U.S. Large Cap Value III Portfolio | DFUVX | - | 11% | 32% |
PIMCO RAE Fundamental PLUS Fund Class A | PIXAX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |