Perceptron, Inc. New Plan (2018)
Performance
(as of 12/31/2016)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 12/31/2016)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
PIMCO Income Fund Institutional Class | PIMIX | 100% | 100% | 100% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 12/31/2016)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
0%
STOCK
Moderate
0%
STOCK
Aggressive
0%
STOCK