Evergreen Rehabilitation, Llc 401(K) Plan
Performance
(as of 9/30/2013)HelpPortfolio Return | 36.87% | 42.80% | 49.68% |
Comparable Target-Date Fund [why this comparison?] |
32.37% Target-Date 2020 |
41.69% Target-Date 2030 |
48.25% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$4,506 (+4.51%) | +$1,113 (+1.11%) | +$1,428 (+1.43%) |
Current Recommendations
(as of 9/30/2013)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dodge & Cox Income Fund | DODIX | 31% | 7% | - |
Oakmark Fund Class I | OAKMX | 14% | 19% | 27% |
John Hancock Funds Disciplined Value Mid Cap Fund Class I | JVMIX | 17% | 20% | 27% |
T. Rowe Price Retirement 2025 Fund | TRRHX | 9% | 9% | - |
T. Rowe Price Retirement 2030 Fund | TRRCX | 9% | 10% | - |
T. Rowe Price Retirement 2035 Fund | TRRJX | 9% | 10% | - |
T. Rowe Price Retirement 2055 Fund | TRRNX | 11% | 13% | 13% |
AMG Managers Fairpointe Mid Cap Fund Class I | ABMIX | - | 5% | 7% |
T. Rowe Price Retirement 2045 Fund | TRRKX | - | 7% | 8% |
Vanguard Equity-Income Fund Admiral Shares | VEIRX | - | - | 10% |
T. Rowe Price Blue Chip Growth Fund | TRBCX | - | - | 8% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 9/30/2013)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
59%
STOCK
Moderate
81%
STOCK
Aggressive
95%
STOCK