Fidere Anesthesia Co
Performance
HelpPortfolio Return | 30.79% | 62.97% | 34.62% |
Comparable Target-Date Fund [why this comparison?] |
30.96% Target-Date 2020 |
49.88% Target-Date 2030 |
74.09% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$171 (-0.17%) | +$13,084 (+13.08%) | -$39,469 (-39.47%) |
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% |