401(K) Savings And Retirement Plan Sponsored By Natixis Global Asset Mgmt
Performance
HelpPortfolio Return | 23.79% | 53.37% | 106.85% |
Comparable Target-Date Fund [why this comparison?] |
50.41% Target-Date 2020 |
41.00% Target-Date 2030 |
74.52% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$26,626 (-26.63%) | +$12,367 (+12.37%) | +$32,334 (+32.33%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 8% | 25% | 64% |
Vanguard Target Retirement 2025 Fund Investor Shares | VTTVX | 25% | 4% | - |
Vanguard Target Retirement 2030 Fund Investor Shares | VTHRX | 20% | - | - |
Vanguard Target Retirement 2045 Fund Investor Shares | VTIVX | 25% | 31% | - |
Loomis Sayles Core Plus Bond Fund Class Y | NERYX | 22% | 11% | - |
Vanguard Target Retirement 2050 Fund Investor Shares | VFIFX | - | 28% | - |
Loomis Sayles Growth Fund Class Y | LSGRX | - | 1% | 7% |
Vanguard PRIMECAP Fund Admiral Shares | VPMAX | - | - | 9% |
Oakmark Fund Class I | OAKMX | - | - | 13% |
Oakmark International Fund Class I | OAKIX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |