West Corporation Employee 401(K) Retirement Plan
Performance
(as of 6/30/2015)HelpPortfolio Return | 12.47% | 16.43% | 18.74% |
Comparable Target-Date Fund [why this comparison?] |
15.71% Target-Date 2020 |
21.66% Target-Date 2030 |
25.44% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$3,243 (-3.24%) | -$5,230 (-5.23%) | -$6,702 (-6.70%) |
Current Recommendations
(as of 6/30/2015)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Goldman Sachs Mid Cap Value Fund Institutional Class | GSMCX | 28% | 32% | 30% |
American Funds EuroPacific Growth Fund Class R-6 | RERGX | 13% | 11% | 11% |
American Funds New Perspective Fund Class R-6 | RNPGX | 16% | 23% | 18% |
PIMCO High Yield Fund Institutional Class | PHIYX | 43% | 19% | - |
MFS Value Fund Class I | MEIIX | - | 15% | 23% |
MainStay Large Cap Growth Fund Class I | MLAIX | - | - | 9% |
Scout Mid Cap Fund | UMBMX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 6/30/2015)Help- SECTOR
- U.S. Equities - Growth
- U.S. Equities - Core
- U.S. Equities - Value
- International Equities
- Alternative Assets
- Bonds - U.S. Govt.
- Bonds - Credit & Intl.
Conservative
56%
STOCK
Moderate
78%
STOCK
Aggressive
97%
STOCK