Nassau Healthcare Corporation Deferred Compensation Plan
Performance
HelpPortfolio Return | 28.28% | 54.17% | 86.99% |
Comparable Target-Date Fund [why this comparison?] |
71.22% Target-Date 2020 |
21.25% Target-Date 2030 |
46.53% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$42,942 (-42.94%) | +$32,918 (+32.92%) | +$40,463 (+40.46%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 39% | 61% | 77% |
American Funds The Bond Fund of America Class R-5 | RBFFX | 41% | 18% | - |
SSgA International Stock Selection Fund N Class | SSAIX | 13% | 14% | - |
MFS Emerging Markets Equity Fund Class R4 | MEMHX | 7% | 7% | - |
Columbia Small Cap Value Fund II Class Z | NSVAX | - | - | 14% |
Wells Fargo Large Cap Growth Fund - Class Admin | STDFX | - | - | 9% |
Total Portfolio | 100% | 100% | 100% |