Fidere Anesthesia Co
Performance
HelpPortfolio Return | 40.12% | 87.52% | 64.88% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$12,602 (+12.60%) | +$26,453 (+26.45%) | -$34,051 (-34.05%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Blue Chip Growth Fund | FBGRX | 6% | 7% | 10% |
Fidelity Freedom 2010 Fund | FFFCX | 13% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 15% | 14% | - |
Fidelity Freedom 2025 Fund | FFTWX | 15% | 14% | - |
Fidelity Freedom 2030 Fund | FFFEX | 13% | 13% | - |
Fidelity Large Cap Stock Fund | FLCSX | 13% | 16% | 18% |
Fidelity U.S. Bond Index | FXNAX | 14% | - | - |
Fidelity 500 Index | FXAIX | 11% | 28% | 58% |
Fidelity Freedom 2060 Fund | FDKVX | - | 8% | - |
Fidelity Value Fund | FDVLX | - | - | 7% |
Victory RS Small Cap Growth Fund Class A | RSEGX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |