Merrill Lynch ESP 401k
Performance
(as of 6/30/2013)HelpPortfolio Return | 34.35% | 46.78% | 58.63% |
Comparable Target-Date Fund [why this comparison?] |
38.87% Target-Date 2020 |
50.02% Target-Date 2030 |
58.27% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$4,521 (-4.52%) | -$3,244 (-3.24%) | +$363 (+0.36%) |
Current Recommendations
(as of 6/30/2013)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor Equity Income Fund Class A | FEIAX | 6% | 11% | 12% |
Fidelity Advisor New Insights Fund Class A | FNIAX | 12% | 18% | 23% |
Invesco Comstock Fund R5 Class | ACSHX | 5% | 8% | 10% |
JPMorgan Mid Cap Value Fund Institutional Class | FLMVX | 15% | 17% | 19% |
Thornburg International Value Fund Class R5 | TIVRX | 9% | 11% | 10% |
MainStay High Yield Corporate Bond Fund Class I | MHYIX | 30% | 13% | - |
BlackRock Global Allocation Fund, Inc. Institutional Shares | MALOX | 23% | 11% | - |
Vanguard 500 Index Fund Admiral Class | VFIAX | - | 11% | 26% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 6/30/2013)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
57%
STOCK
Moderate
77%
STOCK
Aggressive
94%
STOCK