Msdsonline Inc. 401(K) Plan
Performance
HelpPortfolio Return | 43.04% | 73.50% | 117.24% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$15,523 (+15.52%) | +$12,437 (+12.44%) | +$18,302 (+18.30%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Contrafund Fund | FCNTX | 11% | 9% | - |
Fidelity Equity Dividend Income Fund | FEQTX | 11% | 10% | - |
Fidelity Intermediate Bond Fund | FTHRX | 12% | - | - |
Fidelity Investment Grade Bond Fund | FBNDX | 21% | 13% | - |
Fidelity Large Cap Stock Fund | FLCSX | 12% | 11% | 11% |
Fidelity Puritan Fund | FPURX | 20% | 17% | - |
Templeton Foreign Fund Class A | TEMFX | 13% | 12% | - |
Fidelity Total Market Index | FSKAX | - | 28% | 84% |
Fidelity Small Cap Index | FSSNX | - | - | 5% |
Total Portfolio | 100% | 100% | 100% |