Noble Americas Corp. 401(K) Plan
Performance
HelpPortfolio Return | 50.32% | 54.23% | 52.77% |
Comparable Target-Date Fund [why this comparison?] |
36.07% Target-Date 2020 |
75.27% Target-Date 2030 |
119.83% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$14,250 (+14.25%) | -$21,040 (-21.04%) | -$67,057 (-67.06%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
DFA Global Allocation 25/75 Portfolio Institutional Class | DGTSX | 29% | 16% | - |
DFA International Small Cap Value Portfolio Institutional Class | DISVX | 18% | 16% | 10% |
Dodge & Cox Income Fund | DODIX | 20% | 8% | - |
Fidelity 500 Index | FXAIX | 33% | 48% | 58% |
Bridgeway Ultra Small Company Market Fund | BRSIX | - | 6% | 6% |
Calamos Growth Fund Class A | CVGRX | - | 6% | 8% |
DFA U.S. Core Equity II Portfolio Institutional Class | DFQTX | - | - | 18% |
Total Portfolio | 100% | 100% | 100% |