Seventh Sense Bio Systems Inc 401 K Profit Sharing Plan Trust
Performance
(as of 12/31/2015)HelpPortfolio Return | 0.00% | 0.00% | 0.00% |
Comparable Target-Date Fund [why this comparison?] |
0.00% Target-Date 2020 |
0.00% Target-Date 2030 |
0.00% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
0.0 (0.0%) | 0.0 (0.0%) | 0.0 (0.0%) |
Current Recommendations
(as of 12/31/2015)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Lord Abbett Income Fund Class R3 | LAURX | 9% | - | - |
PIMCO Income Fund Class R | PONRX | 10% | - | - |
Victory Sycamore Established Value Fund Class R | GETGX | 13% | 16% | 21% |
Victory RS Large Cap Alpha Fund Class R | RCEKX | 8% | 11% | 20% |
American Funds New World Fund Class R-3 | RNWCX | 16% | 14% | 18% |
BlackRock Global Allocation Fund, Inc. Class R | MRLOX | 30% | 13% | - |
Franklin Mutual Global Discovery Fund Class R | TEDRX | 14% | 15% | 11% |
American Century Investments One Choice 2055 Portfolio R Class | AREOX | - | 16% | - |
American Century Investments One Choice 2050 Portfolio R Class | ARFWX | - | 15% | - |
Invesco Equally-Weighted S&P 500 Fund Class R | VADRX | - | - | 16% |
MainStay Large Cap Growth Fund Class R3 | MLGRX | - | - | 14% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 12/31/2015)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
62%
STOCK
Moderate
82%
STOCK
Aggressive
93%
STOCK