Tires Warehouse Inc 401 K Profit Sharing Plan Trust
Performance
(as of 9/30/2013)HelpPortfolio Return | 15.68% | 18.97% | 26.12% |
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) |
-$16,165 (-16.16%) | -$22,039 (-22.04%) | -$21,299 (-21.30%) |
Current Recommendations
(as of 9/30/2013)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
AB High Income Fund Class R | AGDRX | 31% | 12% | - |
BlackRock Global Allocation Fund, Inc. Class R | MRLOX | 14% | - | - |
Nationwide Investor Destinations Moderately Aggressive Fund Class R | GMARX | 10% | 21% | - |
BlackRock Equity Dividend Fund R Shares | MRDVX | 16% | 24% | 38% |
Goldman Sachs Mid Cap Value Fund Class R | GCMRX | 12% | 17% | 24% |
Oppenheimer Developing Markets Fund Class R | ODVNX | 17% | 18% | 18% |
Wells Fargo Omega Growth Fund - Class R | EKORX | - | 8% | 20% |
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
60%
STOCK
Moderate
81%
STOCK
Aggressive
95%
STOCK