Nexans USA
Performance
HelpPortfolio Return | 41.81% | 78.99% | 128.87% |
Comparable Target-Date Fund [why this comparison?] |
30.11% Target-Date 2020 |
65.21% Target-Date 2030 |
104.76% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$11,694 (+11.69%) | +$13,785 (+13.78%) | +$24,113 (+24.11%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Lazard Emerging Markets Equity Portfolio Open Shares | LZOEX | 9% | 8% | - |
Loomis Sayles Bond Fund Institutional Class | LSBDX | 44% | 27% | - |
Schwab S&P 500 Index Fund | SWPPX | 33% | 47% | 61% |
Templeton Global Bond Fund Class A | TPINX | 7% | - | - |
Wells Fargo Growth Fund - Class Admin | SGRKX | 7% | 9% | 15% |
Columbia Small Cap Value Fund II Class A | COVAX | - | 9% | 9% |
Lord Abbett Fundamental Equity Fund Class A | LDFVX | - | - | 15% |
Total Portfolio | 100% | 100% | 100% |