Aristotle International, Inc. 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 0.00% | 0.00% | 0.00% |
Comparable Target-Date Fund [why this comparison?] |
0.00% Target-Date 2020 |
0.00% Target-Date 2030 |
0.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
0.0 (0.0%) | 0.0 (0.0%) | 0.0 (0.0%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Freedom 2020 Fund | FFFDX | 15% | 12% | - |
Fidelity Freedom 2025 Fund | FFTWX | 20% | 16% | - |
Fidelity Freedom 2030 Fund | FFFEX | 23% | 19% | - |
Fidelity Government Income Fund | FGOVX | 13% | - | - |
Invesco High Yield Fund R5 Class | AHIYX | 4% | - | - |
Fidelity 500 Index | FXAIX | 25% | 2% | 33% |
Fidelity Total Market Index | FSKAX | - | 51% | 54% |
Fidelity Value Discovery Fund | FVDFX | - | - | 4% |
Fidelity Small Cap Index | FSSNX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |