Peregrine Semiconductor 401K Plan
Performance
HelpPortfolio Return | 85.50% | 105.92% | 127.82% |
Comparable Target-Date Fund [why this comparison?] |
27.00% Target-Date 2020 |
60.31% Target-Date 2030 |
97.90% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$58,492 (+58.49%) | +$45,617 (+45.62%) | +$29,918 (+29.92%) |
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% |