Wodify Technologies LLC 401(k) Profit Sharing Plan & Trust
Performance
HelpPortfolio Return | 31.46% | 50.89% | 65.00% |
Comparable Target-Date Fund [why this comparison?] |
25.26% Target-Date 2020 |
49.17% Target-Date 2030 |
78.40% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$6,199 (+6.20%) | +$1,718 (+1.72%) | -$13,405 (-13.40%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Balanced Fund Class T | FAIGX | 20% | 35% | - |
Fidelity Advisor Equity Income Fund Class T | FEIRX | 15% | 20% | 30% |
Fidelity Advisor Freedom 2010 Fund Class T | FCFTX | 8% | - | - |
Fidelity Advisor Freedom Income Fund Class T | FTAFX | 4% | - | - |
Fidelity Advisor New Insights Fund Class T | FNITX | 5% | 9% | 24% |
Fidelity Advisor Freedom 2005 Fund Class T | FFTVX | 10% | - | - |
Fidelity Advisor Freedom 2025 Fund Class T | FTTWX | 14% | 16% | - |
Fidelity Advisor Equity Growth Fund Class T | FAEGX | 7% | 10% | 29% |
Fidelity Advisor Freedom 2015 Fund Class T | FFVTX | 10% | - | - |
Fidelity Advisor Government Income Fund Class T | FVITX | 7% | - | - |
Fidelity Advisor Freedom 2035 Fund Class T | FTTHX | - | 10% | - |
Fidelity Advisor Dividend Growth Fund Class T | FDGTX | - | - | 12% |
Fidelity Advisor Mid Cap II Fund Class T | FITIX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |