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Performance
HelpPortfolio Return | 46.63% | 63.13% | 70.19% |
Comparable Target-Date Fund [why this comparison?] |
26.96% Target-Date 2020 |
61.33% Target-Date 2030 |
98.16% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$19,673 (+19.67%) | +$1,799 (+1.80%) | -$27,973 (-27.97%) |
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% |