Prime Healthcare Services, Inc. 401(K) Plan
Performance
HelpPortfolio Return | 115.86% | 229.43% | 1,120.56% |
Comparable Target-Date Fund [why this comparison?] |
44.11% Target-Date 2020 |
88.68% Target-Date 2030 |
140.48% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$71,747 (+71.75%) | +$140,751 (+140.75%) | +$980,075 (+980.07%) |
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% |