Sapient Corporation 401(K) Plan
Performance
HelpPortfolio Return | 62.66% | 104.36% | 171.52% |
Comparable Target-Date Fund [why this comparison?] |
51.57% Target-Date 2020 |
99.24% Target-Date 2030 |
153.60% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$11,088 (+11.09%) | +$5,121 (+5.12%) | +$17,924 (+17.92%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Balanced Fund | FBALX | 21% | 28% | - |
American Funds The Growth Fund of America Class R-5 | RGAFX | 13% | 13% | 13% |
Harbor International Fund Institutional Class | HAINX | 5% | 8% | - |
PIMCO High Yield Fund Institutional Class | PHIYX | 6% | - | - |
T. Rowe Price Equity Income Fund | PRFDX | 12% | 18% | 21% |
Fidelity Freedom Index 2010 Fund Investor Class | FKIFX | 7% | - | - |
Fidelity Freedom Index 2005 Fund Investor Class | FJIFX | 16% | - | - |
Fidelity Freedom Index Income Fund Investor Class | FIKFX | 7% | - | - |
Fidelity Freedom Index 2015 Fund Investor Class | FLIFX | 13% | 17% | - |
Fidelity Contrafund Fund | FCNTX | - | 6% | 7% |
Fidelity 500 Index | FXAIX | - | 10% | 45% |
Fidelity Extended Market Index | FSMAX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |