SENTAR, INC.
Performance
HelpPortfolio Return | 19.17% | 39.64% | 25.18% |
Comparable Target-Date Fund [why this comparison?] |
15.10% Target-Date 2020 |
31.02% Target-Date 2030 |
52.23% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,067 (+4.07%) | +$8,623 (+8.62%) | -$27,055 (-27.05%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Balanced Fund | FBALX | 28% | 33% | - |
Fidelity Freedom 2010 Fund | FFFCX | 10% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 14% | - | - |
Fidelity Freedom 2025 Fund | FFTWX | 15% | 6% | - |
Fidelity Freedom 2030 Fund | FFFEX | 14% | 11% | - |
Fidelity U.S. Bond Index | FXNAX | 7% | - | - |
Fidelity 500 Index | FXAIX | 12% | 29% | 73% |
Fidelity Freedom 2060 Fund | FDKVX | - | 21% | - |
Fidelity Growth Company | FDGRX | - | - | 9% |
Fidelity Small Cap Stock Fund | FSLCX | - | - | 10% |
Fidelity Value Fund | FDVLX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |