Apg Asset Management 401(K) Plan
Performance
(as of 9/30/2014)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 9/30/2014)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Eaton Vance Large-Cap Value Fund Class A | EHSTX | 11% | 10% | - |
Fidelity Emerging Markets Fund Class K | FKEMX | 6% | 6% | 7% |
Fidelity Select Consumer Discretionary Portfolio | FSCPX | 5% | 7% | 8% |
Fidelity Emerging Markets Index Fund Premium Class | FPMAX | 14% | 14% | 15% |
Vanguard Value Index Fund Admiral Shares | VVIAX | 13% | 18% | 25% |
Fidelity Capital & Income Fund | FAGIX | 39% | 25% | - |
PIMCO Total Return Fund Institutional Class | PTTRX | 12% | - | - |
Fidelity Small Cap Stock Fund | FSLCX | - | 7% | 13% |
Fidelity 500 Index Fund Premium Class | FUSVX | - | 13% | 32% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 9/30/2014)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
58%
STOCK
Moderate
80%
STOCK
Aggressive
99%
STOCK