Adecco, Inc. Associates 401(K) Plan
Performance
(as of 3/31/2017)HelpPortfolio Return | 3.38% | 3.68% | 4.86% |
Comparable Target-Date Fund [why this comparison?] |
5.89% Target-Date 2020 |
10.15% Target-Date 2030 |
12.40% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$2,502 (-2.50%) | -$6,472 (-6.47%) | -$7,541 (-7.54%) |
Current Recommendations
(as of 3/31/2017)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Freedom 2030 Fund | FFFEX | 19% | 36% | - |
Fidelity Freedom 2040 Fund | FFFFX | 19% | 26% | 26% |
Fidelity Freedom 2050 Fund | FFFHX | 9% | 16% | 14% |
Vanguard Selected Value Fund Investor Shares | VASVX | 19% | 22% | 26% |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 29% | - | - |
Vanguard Total International Stock Index Fund Admiral Shares | VTIAX | 5% | - | - |
Dodge & Cox Stock Fund | DODGX | - | - | 11% |
Fidelity Contrafund Fund | FCNTX | - | - | 14% |
Invesco Growth and Income Fund R5 Class | ACGQX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 3/31/2017)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
83%
STOCK
Aggressive
93%
STOCK