Larry H. Miller Associates Retirement Plan & Trust
Performance
(as of 12/31/2014)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 12/31/2014)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds EuroPacific Growth Fund Class R-4 | REREX | 10% | 10% | - |
Fidelity Advisor New Insights Fund Class A | FNIAX | 12% | 12% | 19% |
John Hancock Funds Disciplined Value Mid Cap Fund Class R2 | JVMSX | 16% | 16% | 20% |
JPMorgan Mid Cap Value Fund Class A | JAMCX | 16% | 15% | 11% |
Templeton Institutional Fund International Equity Series Primary Shares | TFEQX | 13% | 12% | 12% |
Delaware Diversified Income Fund Class A | DPDFX | 33% | 12% | - |
BlackRock S&P 500 Index Fund Institutional Shares | BSPIX | - | 17% | 30% |
Invesco Growth and Income Fund Class Y | ACGMX | - | 6% | 8% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 12/31/2014)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
95%
STOCK