Panasonic Retirement Savings And Investment Plan
Performance
(as of 9/30/2015)HelpPortfolio Return | 12.05% | 15.68% | 20.73% |
Comparable Target-Date Fund [why this comparison?] |
21.56% Target-Date 2020 |
29.85% Target-Date 2030 |
36.26% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$9,510 (-9.51%) | -$14,178 (-14.18%) | -$15,535 (-15.54%) |
Current Recommendations
(as of 9/30/2015)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
John Hancock Funds Disciplined Value Fund Class R6 | JDVWX | 15% | 16% | 17% |
Oppenheimer Developing Markets Fund Class I | ODVIX | 19% | 19% | 20% |
Fidelity Extended Market Index Fund Premium Class | FSEVX | 12% | 15% | 18% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 20% | 9% | - |
Fidelity 500 Index Fund Institutional Premium Class | FXAIX | 13% | 28% | 45% |
Vanguard Total International Stock Index Fund Institutional Shares | VTSNX | 6% | 6% | - |
Vanguard Total Bond Market Index Fund Institutional Shares | VBTIX | 15% | 7% | - |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 9/30/2015)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
63%
STOCK
Moderate
82%
STOCK
Aggressive
98%
STOCK