MIRATECH Group, LLC 401(k)
Performance
(as of 9/30/2013)HelpPortfolio Return | 25.43% | 33.98% | 33.79% |
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) |
-$6,938 (-6.94%) | -$7,706 (-7.71%) | -$14,465 (-14.47%) |
Current Recommendations
(as of 9/30/2013)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Dividend Growth Fund | FDGFX | 14% | 19% | 22% |
Fidelity Value Discovery Fund | FVDFX | 7% | 7% | 9% |
Fidelity Emerging Markets Fund | FEMKX | 13% | 12% | 15% |
Fidelity Freedom 2040 Fund | FFFFX | 7% | 10% | 9% |
Fidelity Freedom 2045 Fund | FFFGX | 8% | 11% | - |
Fidelity Freedom 2055 Fund | FDEEX | 6% | 9% | 9% |
Fidelity Capital & Income Fund | FAGIX | 33% | 15% | - |
PIMCO Total Return Fund Administrative Class | PTRAX | 12% | - | - |
AllianzGI NFJ Dividend Value Fund Administrative Class | ANDAX | - | 5% | 15% |
Fidelity Balanced Fund | FBALX | - | 5% | - |
Fidelity Freedom 2035 Fund | FFTHX | - | 7% | - |
Fidelity Independence Fund | FDFFX | - | - | 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
60%
STOCK
Moderate
80%
STOCK
Aggressive
95%
STOCK