Izotope Inc 401 K Profit Sharing Plan Trust
Performance
(as of 9/30/2013)HelpPortfolio Return | 29.46% | 40.61% | 54.26% |
Comparable Target-Date Fund [why this comparison?] |
31.85% Target-Date 2020 |
41.01% Target-Date 2030 |
47.42% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$2,386 (-2.39%) | -$391 (-0.39%) | +$6,841 (+6.84%) |
Current Recommendations
(as of 9/30/2013)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Western Asset Core Plus Bond Fund Class I | WACPX | 8% | - | - |
Prudential High-Yield Fund Class Z | PHYZX | 33% | 19% | - |
Vanguard Windsor Fund Admiral Shares | VWNEX | 25% | 26% | 29% |
JPMorgan Disciplined Equity Fund Select Class | JDESX | 9% | 12% | 17% |
Vanguard 500 Index Fund Admiral Class | VFIAX | 7% | 16% | 25% |
Virtus Emerging Markets Opportunities Fund Class I | HIEMX | 18% | 17% | 15% |
Vanguard Mid-Cap Index Fund Admiral Shares | VIMAX | - | 10% | 14% |
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
56%
STOCK
Moderate
78%
STOCK
Aggressive
96%
STOCK