Alaska Airlines, Inc. Pilots Investment And Savings Plan
Performance
HelpPortfolio Return | 56.43% | 92.87% | 151.40% |
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) |
+$28,911 (+28.91%) | +$31,806 (+31.81%) | +$52,470 (+52.47%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Capital & Income Fund | FAGIX | 7% | - | - |
Dodge & Cox International Stock Fund | DODFX | 9% | 12% | 10% |
Dodge & Cox Stock Fund | DODGX | 8% | 12% | 7% |
PIMCO Foreign Bond (U.S. Dollar-Hedged) Fund Institutional Class | PFORX | 11% | 8% | - |
Fidelity 500 Index | FXAIX | 14% | 34% | 59% |
Fidelity Freedom Index 2005 Fund Investor Class | FJIFX | 22% | - | - |
Fidelity Freedom Index 2015 Fund Investor Class | FLIFX | 20% | 22% | - |
Fidelity Contrafund K6 | FLCNX | 9% | 12% | 6% |
DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | - | - | 6% |
Fidelity Extended Market Index | FSMAX | - | - | 7% |
Fidelity Growth Company Pool | - | - | 5% | |
Total Portfolio | 100% | 100% | 100% |