IBM 401(k) Plus Plan

Performance

(as of 6/30/2018) Help
Since: QTD6/30/2018 1 Year4/21/2018 Inception9/29/2010
Portfolio 2.82% -0.22% 115.96%
Target-Date 2020 4.46% 4.66% 89.44%
Difference -1.64% -4.88% +26.53%
The returns numbers shown account for the model's periodic rebalancing.

Current Recommendations

(as of 6/30/2018)
The recommended portfolio allocation shown above corresponds to the most recent rebalancing.
You can view the history of this portfolio's allocations.

Diversification

(as of 6/30/2018) Help

Risk profile

(as of 6/30/2018) Help

Fund's Risk

8%

(moderate)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)