Grande Communications Employees Savings Trust
Performance
(as of 6/30/2016)HelpPortfolio Return | 11.23% | 16.28% | 22.12% |
Comparable Target-Date Fund [why this comparison?] |
14.07% Target-Date 2020 |
21.52% Target-Date 2030 |
27.34% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$2,841 (-2.84%) | -$5,246 (-5.25%) | -$5,212 (-5.21%) |
Current Recommendations
(as of 6/30/2016)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
MFS Lifetime 2030 Fund Class R2 | MLTGX | 21% | 12% | - |
MFS Lifetime 2040 Fund Class R2 | MLFGX | 16% | 13% | - |
Fidelity Advisor Stock Selector Mid Cap Fund Class T | FMCAX | 25% | 28% | 34% |
American Funds International Growth and Income Fund Class R-1 | RIGAX | 13% | 14% | 13% |
Goldman Sachs Bond Fund Service | GSNSX | 25% | 8% | - |
Columbia Large Cap Index Fund Class A | NEIAX | - | 18% | 41% |
MFS Massachusetts Investors Trust Class R2 | MIRTX | - | 7% | 12% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 6/30/2016)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
61%
STOCK
Moderate
81%
STOCK
Aggressive
96%
STOCK