iHeartMedia
Performance
HelpPortfolio Return | 8.10% | 23.70% | 53.90% |
Comparable Target-Date Fund [why this comparison?] |
10.91% Target-Date 2020 |
14.57% Target-Date 2030 |
35.40% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$2,812 (-2.81%) | +$9,132 (+9.13%) | +$18,498 (+18.50%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
T. Rowe Price Institutional Large Cap Value Fund | TILCX | 11% | 10% | 14% |
Fidelity Growth Company Fund Class K | FGCKX | 7% | 6% | 8% |
Fidelity 500 Index | FXAIX | 13% | 32% | 56% |
Prudential Total Return Bond Fund Class Q | PTRQX | 7% | - | - |
Fidelity Freedom Income Class K | FNSHX | 9% | - | - |
Fidelity Freedom 2015 Fund Class K | FSNLX | 20% | 12% | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 11% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 22% | 21% | - |
Fidelity Extended Market Index | FSMAX | - | 7% | 14% |
Fidelity Freedom 2030 Fund Class K | FSNQX | - | 12% | - |
Fidelity Freedom 2040 Fund Class K | FSNVX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |