Microsoft Corporation Savings Plus 401(k) Plan
Performance
(as of 12/31/2010)HelpPortfolio Return | 40.74% | 54.73% | 80.21% |
Comparable Target-Date Fund [why this comparison?] |
64.23% Target-Date 2020 |
80.08% Target-Date 2030 |
91.98% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$23,483 (-23.48%) | -$25,346 (-25.35%) | -$11,778 (-11.78%) |
Current Recommendations
(as of 12/31/2010)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
iShares MSCI EAFE Value ETF | EFV | 18% | 22% | 22% |
PIMCO All Asset All Authority Fund Institutional Class | PAUIX | 18% | 16% | - |
DFA U.S. Small Cap Value Portfolio Institutional Class | DFSVX | 10% | 13% | 15% |
Vanguard 500 Index Fund Investor Class | VFINX | 10% | 20% | 30% |
Vanguard Russell 1000 Value Index Fund Institutional Shares | VRVIX | 6% | 13% | 17% |
BlackRock LifePath Index Retirement Fund Class K Shares | LIRKX | 18% | - | - |
BlackRock LifePath Index 2020 Fund Class K Shares | LIMKX | 20% | 6% | - |
Vanguard Russell 1000 Growth Index Fund Institutional Shares | VRGWX | - | 10% | 16% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 12/31/2010)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
81%
STOCK
Aggressive
99%
STOCK