Virginia Cardiovascular Consultants, Pc 401(K) Profit Sharing Plan
Performance
(as of 9/30/2013)HelpPortfolio Return | 36.27% | 47.78% | 60.61% |
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) |
+$3,907 (+3.91%) | +$6,096 (+6.10%) | +$12,359 (+12.36%) |
Current Recommendations
(as of 9/30/2013)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
JPMorgan Small Cap Value Fund Select Class | PSOPX | 12% | 12% | 12% |
Oppenheimer Developing Markets Fund Class Y | ODVYX | 22% | 22% | 21% |
Vanguard 500 Index Fund Admiral Class | VFIAX | 28% | 40% | 56% |
Prudential Total Return Bond Fund Class Z | PDBZX | 38% | 16% | - |
Vanguard Mid-Cap Index Fund Admiral Shares | VIMAX | - | 10% | 11% |
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
83%
STOCK
Aggressive
99%
STOCK