Unified Grocers, Inc. Sheltered Savings Plan
Performance
HelpPortfolio Return | 36.77% | 66.84% | 128.02% |
Comparable Target-Date Fund [why this comparison?] |
19.49% Target-Date 2020 |
51.41% Target-Date 2030 |
88.20% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$17,286 (+17.29%) | +$15,428 (+15.43%) | +$39,821 (+39.82%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Metropolitan West Total Return Bond Fund Class I | MWTIX | 14% | - | - |
Fidelity 500 Index | FXAIX | 23% | 32% | 55% |
John Hancock Funds Disciplined Value Fund Class R6 | JDVWX | 7% | 10% | 18% |
Fidelity Freedom 2015 Fund Class K | FSNLX | 14% | 13% | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 12% | - | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 30% | 29% | - |
Fidelity Extended Market Index | FSMAX | - | 9% | 16% |
Fidelity Contrafund Fund Class K | FCNKX | - | 7% | 11% |
Total Portfolio | 100% | 100% | 100% |