IBM 401(k) Plus Plan

Performance

(as of 6/30/2018) Help
Since: QTD6/30/2018 1 Year4/21/2018 Inception9/29/2010
Portfolio 2.37% 0.29% 156.22%
Target-Date 2030 4.65% 4.71% 108.00%
Difference -2.28% -4.43% +48.22%
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

10%

(moderate)

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