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Performance
HelpPortfolio Return | 45.95% | 62.37% | 74.41% |
Comparable Target-Date Fund [why this comparison?] |
27.33% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$18,616 (+18.62%) | +$1,486 (+1.49%) | -$24,487 (-24.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Balanced Fund Class K | FBAKX | 100% | 64% | - |
Fidelity Global ex U.S. Index | FSGGX | - | 13% | 8% |
Fidelity 500 Index | FXAIX | - | 23% | 68% |
Fidelity Contrafund Fund Class K | FCNKX | - | - | 8% |
JPMorgan U.S. Small Company Fund Class R6 | JUSMX | - | - | 16% |
Total Portfolio | 100% | 100% | 100% |