Aristotle International, Inc. 401(K) Profit Sharing Plan

Performance

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20162017201820192020−10%0%10%20%30%40%50%
Moderate PortfolioTarget-Date 2030
Since: QTD9/30/2020 1 Year7/11/2024 Inception6/29/2015
Portfolio 0.00% 0.00% 0.00%
Target-Date 2030 0.00% 0.00% 0.00%
Difference 0.0% 0.0% 0.0%
The returns numbers shown account for the model's periodic rebalancing.

Current Recommendations

(as of 9/30/2020)

Diversification

(as of 9/30/2020) Help
27%16%21%15%1%12%8%
PORTFOLIO 79%STOCK
SECTORBonds - Credit & Intl.Bonds - U.S. Govt.Alternative AssetsInternational EquitiesU.S. Equities - ValueU.S. Equities - CoreU.S. Equities - Growth
−15%−10%−5%0%5%10%
BIASES(vs. similar risk target date fund)1 %-15 %1 %-11 %8 %5 %11 %

Risk profile

(as of 9/30/2020) Help

Fund's Risk

9%

(moderate)

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