Endurance International Group 401(K) Profit Sharing Plan
Performance
HelpPortfolio Return | 17.59% | 41.97% | 76.94% |
Comparable Target-Date Fund [why this comparison?] |
10.61% Target-Date 2020 |
36.81% Target-Date 2030 |
65.92% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$6,977 (+6.98%) | +$5,159 (+5.16%) | +$11,020 (+11.02%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Balanced Fund | FBALX | 45% | 38% | - |
Fidelity Government Income Fund | FGOVX | 19% | 6% | - |
Fidelity High Income Fund | SPHIX | 12% | 6% | - |
JPMorgan U.S. Equity Fund Select Class | JUESX | 4% | 9% | 17% |
Fidelity International Index | FSPSX | 10% | 7% | - |
Fidelity 500 Index | FXAIX | 10% | 14% | 45% |
Fidelity Contrafund Fund | FCNTX | - | 7% | 9% |
American Beacon Large Cap Value Fund Investor Class | AAGPX | - | 13% | 15% |
Fidelity Extended Market Index | FSMAX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |