Peregrine Semiconductor 401K Plan
Performance
HelpPortfolio Return | 86.21% | 107.80% | 131.31% |
Comparable Target-Date Fund [why this comparison?] |
27.52% Target-Date 2020 |
61.06% Target-Date 2030 |
98.94% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$58,685 (+58.69%) | +$46,735 (+46.73%) | +$32,377 (+32.38%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Fidelity Advisor New Insights Fund Class A | FNIAX | 31% | 40% | 44% |
Fidelity Advisor Consumer Staples Fund Class A | FDAGX | 69% | 36% | - |
Columbia Dividend Income Fund Class A | LBSAX | - | 17% | 39% |
Fidelity Advisor Small Cap Value Fund Class A | FCVAX | - | 7% | 17% |
Total Portfolio | 100% | 100% | 100% |