Marvell Semiconductor 401K Retirement Plan
Performance
HelpPortfolio Return | 49.51% | 89.64% | 132.40% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
169.10% Target-Date 2030 |
∞% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$20,760 (+20.76%) | -$79,458 (-79.46%) | -∞ (-∞%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 3% | 15% | 43% |
Putnam Equity Income Fund Class Y | PEIYX | 27% | 31% | 14% |
American Funds The Growth Fund of America Class R-6 | RGAGX | 20% | 23% | 16% |
Metropolitan West Total Return Bond Fund Plan Class | MWTSX | 42% | 19% | - |
Thornburg International Value Fund Class R6 | TGIRX | 8% | 8% | - |
Schwab S&P 500 Index Fund | SWPPX | - | 4% | 13% |
Northern Small Cap Value Fund | NOSGX | - | - | 7% |
Wells Fargo Small Company Growth Fund - Class Inst | WSCGX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |