Tender Touch Health Care Services, Inc Plan
Performance
HelpPortfolio Return | -4.94% | 20.62% | -15.55% |
Comparable Target-Date Fund [why this comparison?] |
7.53% Target-Date 2020 |
23.58% Target-Date 2030 |
41.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$12,470 (-12.47%) | -$2,962 (-2.96%) | -$57,495 (-57.49%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Freedom 2005 Fund Class A | FFAVX | 28% | 12% | - |
Fidelity Advisor New Insights Fund Class A | FNIAX | 8% | 11% | 16% |
Fidelity Advisor Balanced Fund Class A | FABLX | 26% | 18% | - |
Fidelity Advisor Large Cap Fund Class A | FALAX | 9% | 9% | 16% |
First Eagle Global Fund Class A | SGENX | 23% | 22% | - |
JPMorgan Core Plus Bond Fund Class A | ONIAX | 6% | - | - |
Fidelity Small Cap Index | FSSNX | - | 6% | 14% |
Fidelity 500 Index | FXAIX | - | 22% | 54% |
Total Portfolio | 100% | 100% | 100% |