Satori Consulting 401(K) Plan
Performance
(as of 9/30/2013)HelpPortfolio Return | 22.04% | 30.18% | 39.51% |
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) |
-$10,328 (-10.33%) | -$11,504 (-11.50%) | -$8,740 (-8.74%) |
Current Recommendations
(as of 9/30/2013)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds SMALLCAP World Fund Class R-3 | RSLCX | 13% | 9% | - |
BlackRock Global Allocation Fund, Inc. Class R | MRLOX | 17% | 12% | - |
Invesco Equally-Weighted S&P 500 Fund Class R | VADRX | 10% | 13% | 21% |
Templeton Foreign Fund Class R | TEFRX | 7% | - | - |
American Funds The Bond Fund of America Class R-3 | RBFCX | 19% | - | - |
American Funds 2035 Target Date Retirement Fund Class R-3 | RCFTX | 25% | 29% | - |
American Funds 2055 Target Date Retirement Fund Class R-3 | RCMTX | 9% | 17% | 13% |
Royce Total Return Fund Retirement Class | RTRRX | - | 7% | 10% |
American Funds 2050 Target Date Retirement Fund Class R-3 | RCITX | - | 13% | 11% |
American Funds AMCAP Fund Class R-3 | RAFCX | - | - | 12% |
American Funds Capital World Growth and Income Fund Class R-3 | RWICX | - | - | 12% |
American Funds Fundamental Investors Class R-3 | RFNCX | - | - | 21% |
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
80%
STOCK
Aggressive
92%
STOCK