Paychex, Inc. 401(K) Incentive Retirement Plan
Performance
HelpPortfolio Return | 33.97% | 72.82% | 143.43% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$7,204 (+7.20%) | +$13,225 (+13.22%) | +$47,084 (+47.08%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Total Stock Market Index Fund Investor Shares | VTSMX | 34% | 57% | 93% |
Janus Global Allocation Fund – Conservative Class T | JSPCX | 48% | 28% | - |
BlackRock Global Allocation Fund, Inc. Investor C Shares | MCLOX | 11% | 10% | - |
Goldman Sachs Short Duration Government Fund Class C Shares | GSDCX | 7% | - | - |
JPMorgan U.S. Small Company Fund Class C | JTUCX | - | 5% | 7% |
Total Portfolio | 100% | 100% | 100% |