Aristotle International, Inc. 401(K) Profit Sharing Plan
Performance
(as of 6/30/2015)HelpPortfolio Return | 21.76% | 8.97% | -33.87% |
Comparable Target-Date Fund [why this comparison?] |
15.26% Target-Date 2020 |
21.08% Target-Date 2030 |
24.74% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$6,506 (+6.51%) | -$12,112 (-12.11%) | -$58,611 (-58.61%) |
Current Recommendations
(as of 6/30/2015)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Emerging Asia Fund | FSEAX | 9% | 9% | 9% |
Fidelity Emerging Markets Fund | FEMKX | 9% | 9% | 11% |
Invesco High Yield Fund R5 Class | AHIYX | 36% | 13% | - |
Fidelity Dividend Growth Fund | FDGFX | 17% | 17% | 16% |
Fidelity Low-Priced Stock Fund | FLPSX | 14% | 11% | 7% |
Fidelity Freedom 2045 Fund | FFFGX | 15% | 7% | - |
Fidelity 500 Index Fund Premium Class | FUSVX | - | 9% | 23% |
Fidelity Small Cap Index Fund Premium Class | FSSVX | - | 6% | 10% |
Fidelity Value Discovery Fund | FVDFX | - | 6% | 6% |
Fidelity Freedom 2040 Fund | FFFFX | - | 7% | - |
Fidelity Freedom 2055 Fund | FDEEX | - | 6% | - |
Fidelity Total Market Index Fund Premium Class | FSTVX | - | - | 18% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 6/30/2015)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
59%
STOCK
Moderate
81%
STOCK
Aggressive
97%
STOCK