FHDA Fidelity
Performance
HelpPortfolio Return | 18.12% | 8.01% | 72.80% |
Comparable Target-Date Fund [why this comparison?] |
0.59% Target-Date 2020 |
23.33% Target-Date 2030 |
48.25% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,532 (+17.53%) | -$15,322 (-15.32%) | +$24,549 (+24.55%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity International Small Cap Fund | FISMX | 24% | 21% | - |
Fidelity Large Cap Stock Fund | FLCSX | 37% | 11% | 3% |
Fidelity Mortgage Securities Fund | FMSFX | 39% | 15% | - |
Fidelity Growth & Income Portfolio | FGRIX | - | 3% | - |
Fidelity Large Cap Core Enhanced Index Fund | FLCEX | - | 21% | - |
Fidelity 500 Index | FXAIX | - | 29% | 29% |
Fidelity International Value Fund | FIVLX | - | - | 10% |
Fidelity Small Cap Index | FSSNX | - | - | 7% |
Fidelity Total Market Index | FSKAX | - | - | 51% |
Total Portfolio | 100% | 100% | 100% |