Takeda Pharmaceuticals North America, Inc. Savings And Retirement Plan
Performance
HelpPortfolio Return | -81.42% | -45.88% | 37.33% |
Comparable Target-Date Fund [why this comparison?] |
-2.56% Target-Date 2020 |
19.40% Target-Date 2030 |
44.02% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$78,865 (-78.87%) | -$65,278 (-65.28%) | -$6,688 (-6.69%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
NT Collective S&P 500 Index Fund - Non Lending | 13% | 28% | 46% | |
Northern Trust Extended Equity Market Index Fund | 8% | 12% | 22% | |
FIAM Index Target Date Income, Cl R | 17% | 8% | - | |
Columbia Contrarian Large Cap Core | 6% | 16% | 26% | |
FIAM Index Target Date 2030 - Pooled, Cl R | 29% | 21% | - | |
FIAM Index Target Date 2010 - Pooled, Cl R | 18% | 8% | - | |
FIAM Index Target Date 2015 - Pooled, Cl R | 9% | - | - | |
NT Collective MSCI ACWI ex-US IMI Index Fund | - | 7% | 6% | |
Total Portfolio | 100% | 100% | 100% |