MIRATECH Group, LLC 401(k)
Performance
HelpPortfolio Return | 34.09% | 58.30% | -0.44% |
Comparable Target-Date Fund [why this comparison?] |
29.26% Target-Date 2020 |
64.00% Target-Date 2030 |
103.51% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,828 (+4.83%) | -$5,705 (-5.71%) | -$103,943 (-103.94%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Balanced Fund | FBALX | 42% | 51% | - |
Fidelity Freedom 2010 Fund | FFFCX | 5% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 11% | - | - |
Fidelity Freedom 2025 Fund | FFTWX | 11% | - | - |
Fidelity Freedom 2030 Fund | FFFEX | 10% | - | - |
Fidelity Government Income Fund | FGOVX | 9% | - | - |
Fidelity Freedom 2060 Fund | FDKVX | 12% | 15% | - |
Fidelity Equity-Income Fund | FEQIX | - | 8% | 7% |
Fidelity Freedom 2040 Fund | FFFFX | - | 13% | - |
Fidelity Independence Fund | FDFFX | - | 6% | 44% |
Fidelity Value Discovery Fund | FVDFX | - | 7% | 23% |
Fidelity Dividend Growth Fund | FDGFX | - | - | 11% |
Fidelity Emerging Markets Fund | FEMKX | - | - | 7% |
AllianzGI NFJ Dividend Value Fund Administrative Class | ANDAX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |