Intrawest 401K Retirement Plan
Performance
HelpPortfolio Return | 63.11% | 98.57% | 51.14% |
Comparable Target-Date Fund [why this comparison?] |
27.33% Target-Date 2020 |
60.89% Target-Date 2030 |
98.89% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$35,779 (+35.78%) | +$37,683 (+37.68%) | -$47,755 (-47.76%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
T. Rowe Price Blue Chip Growth Fund | TRBCX | 9% | 11% | 15% |
T. Rowe Price Mid-Cap Value Fund | TRMCX | 14% | 16% | 14% |
Fidelity Freedom Index 2010 Fund Investor Class | FKIFX | 22% | 16% | - |
Fidelity 500 Index | FXAIX | 7% | 24% | 56% |
Fidelity Freedom Index Income Fund Investor Class | FIKFX | 16% | - | - |
Fidelity Freedom Index 2020 Fund Investor Class | FPIFX | 19% | 14% | - |
Fidelity Freedom Index 2030 Fund Investor Class | FXIFX | 13% | - | - |
Fidelity Freedom Index 2050 Fund Investor Class | FIPFX | - | 11% | - |
Fidelity Freedom Index 2040 Fund Investor Class | FBIFX | - | 8% | - |
Vanguard Extended Market Index Fund Admiral Shares | VEXAX | - | - | 9% |
Dodge & Cox Stock Fund | DODGX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |