Kennedy Capital Management, Inc. 401(K)
Performance
(as of 9/30/2013)HelpPortfolio Return | 33.18% | 42.97% | 54.10% |
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) |
+$816 (+0.82%) | +$1,287 (+1.29%) | +$5,852 (+5.85%) |
Current Recommendations
(as of 9/30/2013)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
PIMCO All Asset Fund Institutional Class | PAAIX | 13% | - | - |
Oppenheimer Developing Markets Fund Class A | ODMAX | 17% | 20% | 19% |
Goldman Sachs Mid Cap Value Fund Institutional Class | GSMCX | 10% | 14% | 16% |
Putnam Equity Income Fund Class Y | PEIYX | 18% | 22% | 24% |
Prudential High-Yield Fund Class A | PBHAX | 31% | 19% | - |
Vanguard 500 Index Fund Admiral Class | VFIAX | 11% | 25% | 41% |
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
56%
STOCK
Moderate
79%
STOCK
Aggressive
97%
STOCK