Specialty Systems 401(K) Plan
Performance
(as of 9/30/2013)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 9/30/2013)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Baird Core Plus Bond Fund Class Investor | BCOSX | 8% | - | - |
Fidelity High Income Fund | SPHIX | 32% | 20% | - |
Fidelity Low-Priced Stock Fund | FLPSX | 27% | 27% | 22% |
Fidelity Growth & Income Portfolio | FGRIX | 33% | 37% | 40% |
Fidelity Blue Chip Growth Fund | FBGRX | - | 7% | 8% |
Fidelity Contrafund Fund | FCNTX | - | 9% | 12% |
Commerce Value Fund | CFVLX | - | - | 7% |
Fidelity Extended Market Index Fund Investor Class | FSEMX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |
Diversification
(as of 9/30/2013)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
56%
STOCK
Moderate
75%
STOCK
Aggressive
95%
STOCK