401(K) Savings And Retirement Plan Sponsored By Natixis Global Asset Mgmt

Performance

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Since: QTD9/30/2020 1 Year8/12/2021 Inception12/30/2014
Portfolio -7.87% -19.34% 20.00%
Target-Date 2020 -17.28% -23.51% 17.30%
Difference +9.41% +4.17% +2.70%
The returns numbers shown account for the model's periodic rebalancing.

Current Recommendations

(as of 9/30/2020)

Diversification

(as of 9/30/2020) Help

Risk profile

(as of 9/30/2020) Help

Fund's Risk

7%

(moderate)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)