CODEXIS 401(K) Plan
Performance
HelpPortfolio Return | 50.34% | 79.31% | 129.00% |
Comparable Target-Date Fund [why this comparison?] |
63.18% Target-Date 2020 |
113.20% Target-Date 2030 |
170.92% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$12,841 (-12.84%) | -$33,897 (-33.90%) | -$41,915 (-41.92%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Balanced Fund | FBALX | 39% | 39% | - |
Fidelity Freedom 2010 Fund | FFFCX | 9% | - | - |
Fidelity Freedom 2020 Fund | FFFDX | 14% | - | - |
Fidelity Freedom 2025 Fund | FFTWX | 14% | 5% | - |
Fidelity Freedom 2030 Fund | FFFEX | 12% | 9% | - |
Eaton Vance Large-Cap Value Fund Class A | EHSTX | 6% | 17% | 39% |
Fidelity U.S. Bond Index | FXNAX | 6% | - | - |
Fidelity Contrafund Fund | FCNTX | - | 12% | 27% |
Fidelity Freedom 2040 Fund | FFFFX | - | 18% | - |
Fidelity Select Technology Portfolio | FSPTX | - | - | 11% |
Davis New York Venture Fund Class A | NYVTX | - | - | 12% |
Fidelity Extended Market Index | FSMAX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |