Steward 401k
Performance
HelpPortfolio Return | 21.02% | 24.40% | 60.21% |
Comparable Target-Date Fund [why this comparison?] |
38.64% Target-Date 2020 |
36.65% Target-Date 2030 |
38.64% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$17,625 (-17.63%) | -$12,258 (-12.26%) | +$21,562 (+21.56%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
PIMCO Total Return Fund Institutional Class | PTTRX | 5% | - | - |
JPMorgan U.S. Small Company Fund Select Class | JSCSX | 7% | 10% | 16% |
Fidelity Contrafund Fund Class K | FCNKX | 5% | 7% | 8% |
Fidelity U.S. Bond Index | FXNAX | 9% | - | - |
Fidelity 500 Index | FXAIX | 20% | 41% | 70% |
Fidelity Freedom 2015 Fund Class K | FSNLX | 21% | 14% | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 10% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 23% | 28% | - |
Oppenheimer Developing Markets Fund Class I | ODVIX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |