Unified Grocers, Inc. Employee Savings Plan
Performance
HelpPortfolio Return | 3.88% | 38.35% | 125.87% |
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) |
-$23,452 (-23.45%) | -$22,531 (-22.53%) | +$26,977 (+26.98%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Capital & Income Fund | FAGIX | 6% | - | - |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 16% | - | - |
Fidelity Contrafund Fund Class K | FCNKX | 13% | 16% | 22% |
Diamond Hill Large Cap Fund Class Y | DHLYX | 20% | 35% | 58% |
Fidelity Freedom 2020 Fund Class K | FSNOX | 45% | 41% | - |
Fidelity Growth Company Fund Class K | FGCKX | - | 8% | 14% |
Oppenheimer Developing Markets Fund Class I | ODVIX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |