The Newport Group, Inc. 401(K) Plan
Performance
(as of 9/30/2013)HelpPortfolio Return | 0.00% | 0.00% | 0.00% |
Comparable Target-Date Fund [why this comparison?] |
0.00% Target-Date 2020 |
0.00% Target-Date 2030 |
0.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
0.0 (0.0%) | 0.0 (0.0%) | 0.0 (0.0%) |
Current Recommendations
(as of 9/30/2013)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Putnam Absolute Return 300 Fund Class Y | PYTRX | 14% | - | - |
American Funds American Mutual Fund Class R-5 | RMFFX | 8% | 11% | - |
Fidelity 500 Index Fund Premium Class | FUSVX | 18% | 37% | 69% |
Perkins Small Cap Value Fund Class I | JSCOX | 9% | 12% | 13% |
American Funds EuroPacific Growth Fund Class R-5 | RERFX | 16% | 16% | 18% |
Vanguard International Explorer Fund Investor Shares | VINEX | 6% | 6% | - |
Putnam Absolute Return 700 Fund Class Y | PDMYX | 29% | 18% | - |
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
61%
STOCK
Moderate
82%
STOCK
Aggressive
97%
STOCK