Fidelity Aggressive Growth
Performance
HelpPortfolio Return | 8.32% | -7.58% | -33.69% |
Comparable Target-Date Fund [why this comparison?] |
53.80% Target-Date 2020 |
98.05% Target-Date 2030 |
151.68% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$45,484 (-45.48%) | -$105,639 (-105.64%) | -$185,369 (-185.37%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Low-Priced Stock Fund | FLPSX | 12% | 15% | 19% |
Fidelity Total Bond Fund | FTBFX | 39% | 16% | - |
Fidelity Large Cap Core Enhanced Index Fund | FLCEX | 37% | 57% | 75% |
Fidelity Total Emerging Markets Fund | FTEMX | 12% | 12% | - |
Fidelity Focused Stock Fund | FTQGX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |