Marley Drug
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 |
---|---|---|---|---|
Delaware Emerging Markets Fund Class R | DEMRX | 12% | 13% | 16% |
American Funds Washington Mutual Investors Fund Class R-1 | RWMAX | 9% | 14% | 18% |
BlackRock Equity Dividend Fund R Shares | MRDVX | 14% | 14% | 16% |
JPMorgan SmartRetirement 2030 Fund Class R2 Shares | JSMZX | 15% | - | - |
JPMorgan SmartRetirement 2045 Fund Class R2 Shares | JSAZX | 13% | 20% | - |
Goldman Sachs High Yield Fund Class R | GSHRX | 37% | 19% | - |
JPMorgan Small Cap Value Fund Class R2 | JSVZX | - | 8% | 13% |
MM S&P 500 Index Fund Class R3 | MMINX | - | 5% | 23% |
MFS Blended Research Core Equity Fund Class R2 | MUESX | - | 7% | 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
57%
STOCK
Moderate
78%
STOCK
Aggressive
98%
STOCK