Fidelity Global Quant
Performance
HelpPortfolio Return | 90.33% | 110.53% | 141.97% |
Comparable Target-Date Fund [why this comparison?] |
46.35% Target-Date 2020 |
74.79% Target-Date 2030 |
107.46% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$43,978 (+43.98%) | +$35,739 (+35.74%) | +$34,511 (+34.51%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity International Capital Appreciation Fund | FIVFX | 21% | 8% | - |
Fidelity Contrafund Fund | FCNTX | 13% | 27% | 19% |
Fidelity Mid-Cap Stock Fund | FMCSX | 6% | 13% | - |
Fidelity Pacific Basin Fund | FPBFX | 60% | 32% | - |
Fidelity Large Cap Stock Fund | FLCSX | - | 20% | 44% |
Fidelity Blue Chip Growth Fund | FBGRX | - | - | 11% |
Fidelity Focused Stock Fund | FTQGX | - | - | 16% |
Fidelity Small Cap Value Fund | FCPVX | - | - | 10% |
Total Portfolio | 100% | 100% | 100% |