Peregrine Semiconductor 401K Plan
Performance
HelpPortfolio Return | 83.09% | 104.70% | 128.14% |
Comparable Target-Date Fund [why this comparison?] |
26.53% Target-Date 2020 |
59.33% Target-Date 2030 |
96.09% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$56,558 (+56.56%) | +$45,370 (+45.37%) | +$32,048 (+32.05%) |
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% |