Verizon Wireless-Savings And Retirement Plan
Performance
HelpPortfolio Return | 19.25% | 6.58% | -33.03% |
Comparable Target-Date Fund [why this comparison?] |
45.97% Target-Date 2020 |
89.55% Target-Date 2030 |
139.70% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$26,715 (-26.71%) | -$82,972 (-82.97%) | -$172,732 (-172.73%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
iShares Russell 2000 ETF | IWM | 7% | 10% | 22% |
Fidelity Large Cap Core Enhanced Index Fund | FLCEX | 27% | 48% | 78% |
GAMCO Global Opportunity Fund Class AAA | GABOX | 8% | 9% | - |
Fidelity Global Bond Fund | FGBFX | 6% | - | - |
Fidelity Freedom Income Class K | FNSHX | 20% | - | - |
Fidelity Freedom 2015 Fund Class K | FSNLX | 18% | 12% | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 14% | 21% | - |
Total Portfolio | 100% | 100% | 100% |