Prime Healthcare Services, Inc. 401(K) Plan
Performance
HelpPortfolio Return | -48.55% | 37.11% | 826.12% |
Comparable Target-Date Fund [why this comparison?] |
42.45% Target-Date 2020 |
85.60% Target-Date 2030 |
135.25% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$91,001 (-91.00%) | -$48,498 (-48.50%) | +$690,868 (+690.87%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Northern Trust S & P Index Nl | 24% | 42% | 77% | |
Northern Trust Extended Market | 6% | 10% | 23% | |
Northern Trust Aggregate Bond Index | 13% | - | - | |
Fidelity Freedom Income Fund | FFFAX | 7% | - | - |
Fidelity Freedom 2020 Fund Class K | FSNOX | 13% | 9% | - |
Fidelity Freedom 2025 Fund Class K | FSNPX | 26% | 23% | - |
Fidelity Freedom 2030 Fund Class K | FSNQX | 11% | 10% | - |
Fidelity Freedom 2040 Fund Class K | FSNVX | - | 6% | - |
Total Portfolio | 100% | 100% | 100% |