plan1
Performance
(as of 3/31/2017)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 3/31/2017)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Loomis Sayles Core Plus Bond Fund Class N | NERNX | 1% | - | - |
T. Rowe Price Retirement 2010 Fund | TRRAX | 11% | - | - |
T. Rowe Price Retirement 2005 Fund | TRRFX | 9% | - | - |
T. Rowe Price Retirement 2015 Fund | TRRGX | 18% | - | - |
T. Rowe Price Retirement 2020 Fund | TRRBX | 24% | 21% | - |
T. Rowe Price Retirement 2040 Fund | TRRDX | 19% | 37% | 39% |
T. Rowe Price Retirement 2050 Fund | TRRMX | 18% | 35% | 45% |
Harbor Small Cap Growth Opportunities Fund Institutional Class | HASOX | - | 7% | 16% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 3/31/2017)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
59%
STOCK
Moderate
77%
STOCK
Aggressive
84%
STOCK