Fox Investment Plan

Performance

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Since: QTD9/30/2020 1 Year9/15/2020 Inception3/30/2015
Portfolio 19.92% 18.47% -7.94%
Target-Date 2020 10.72% 9.84% 53.66%
Difference +9.20% +8.63% -61.60%
The returns numbers shown account for the model's periodic rebalancing.

Current Recommendations

(as of 9/30/2020)

Diversification

(as of 9/30/2020) Help

Risk profile

(as of 9/30/2020) Help

Fund's Risk

7%

(moderate)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)