Fidelity Global Quant
Performance
HelpPortfolio Return | 106.00% | 148.31% | 234.35% |
Comparable Target-Date Fund [why this comparison?] |
51.73% Target-Date 2020 |
95.62% Target-Date 2030 |
146.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$54,276 (+54.28%) | +$52,686 (+52.69%) | +$88,322 (+88.32%) |
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% |