Portfolio
Total balance†
$350,000.00
$84,348.12
returns‡ over lifetime
7.6%
return rate as of 1/01/2026
YTD
1YR
3YR
5YR
ALL
Portfolio watch
Your portfolio
75%
25%
Target portfolio
65%
25%
10%
Stocks
Bonds
Short-term
Other
Activity
Transaction history
Open orders
Disclosures
Source: FactSet financial data and analytics
†Balances as of 01/01/2026, 1:07 p.m., Eastern time.
‡Ending balance and investment returns as of 01/01/2026 market close.
*Market overview as of 01/01/2026, 1:07 p.m., ET. Data is generally shown in real-time during market hours.
††Rate of return as of 01/01/2026.
Portfolio
Total balance†
$350,000.00
$84,348.12
returns‡ over lifetime
7.6%
return rate as of 1/01/2026
YTD
1YR
3YR
5YR
ALL
Accounts
BALANCE†
Lifetime returns††
$300,000.00
-10.05%
ABC Company 401(k) Plan
$50,000.00
19.49%
ABC Company NQP
Open an account
Portfolio watch
Your portfolio
75%
25%
Target portfolio
65%
25%
10%
Stocks
Bonds
Short-term
Other
Activity
Transaction history
Open orders
Disclosures
Source: FactSet financial data and analytics
†Balances as of 01/01/2026, 1:07 p.m., Eastern time.
‡Ending balance and investment returns as of 01/01/2026 market close.
*Market overview as of 01/01/2026, 1:07 p.m., ET. Data is generally shown in real-time during market hours.
††Rate of return as of 01/01/2026.