Liquidnet Holdings, Inc. 401K Retirement Plan
Performance
HelpPortfolio Return | 54.27% | 81.66% | 90.91% |
Comparable Target-Date Fund [why this comparison?] |
33.79% Target-Date 2020 |
70.54% Target-Date 2030 |
112.37% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,481 (+20.48%) | +$11,119 (+11.12%) | -$21,468 (-21.47%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Lazard Emerging Markets Equity Portfolio Open Shares | LZOEX | 7% | 7% | - |
Loomis Sayles Investment Grade Bond Fund Class A | LIGRX | 25% | 21% | - |
Oakmark International Fund Class I | OAKIX | 9% | 10% | 9% |
PIMCO Real Return Fund Administrative Class | PARRX | 8% | - | - |
JPMorgan U.S. Equity Fund Select Class | JUESX | 15% | 20% | 27% |
Federated U.S. Treasury Cash Reserves Service Shares | TISXX | 11% | - | - |
Fidelity 500 Index | FXAIX | 25% | 42% | 58% |
Invesco Small Cap Value Fund Class A | VSCAX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |