Oshkosh HSA
Performance
HelpPortfolio Return | 15.61% | 31.02% | 58.17% |
Comparable Target-Date Fund [why this comparison?] |
-8.26% Target-Date 2020 |
11.12% Target-Date 2030 |
32.16% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$23,865 (+23.87%) | +$19,906 (+19.91%) | +$26,011 (+26.01%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Total Bond Fund | FTBFX | 7% | - | - |
Fidelity Emerging Markets Index | FPADX | 8% | 9% | - |
Fidelity Small Cap Index | FSSNX | 10% | 12% | 18% |
Fidelity 500 Index | FXAIX | 27% | 48% | 74% |
Fidelity Freedom Index Income Instl Prem | 10% | - | - | |
Fidelity Freedom Index 2005 Instl Prem | ffgfx | 11% | - | - |
Fidelity Freedom Index 2010 Instl Prem | ffwtx | 27% | 31% | - |
T. Rowe Price Blue Chip Growth I | TBCIX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |