Paychex Business Solutions Inc 401(K) Retirement Savings Plan
Performance
HelpPortfolio Return | 33.33% | 69.83% | 122.81% |
Comparable Target-Date Fund [why this comparison?] |
40.53% Target-Date 2020 |
82.28% Target-Date 2030 |
129.96% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$7,196 (-7.20%) | -$12,447 (-12.45%) | -$7,155 (-7.16%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
BlackRock U.S. Government Bond Portfolio Investor C Shares | BIGCX | 35% | 15% | - |
BlackRock Emerging Markets Fund Investor C Shares | MCDCX | 10% | 9% | - |
BlackRock Equity Dividend Fund Investor C Shares | MCDVX | 8% | 8% | 10% |
BlackRock Global Allocation Fund, Inc. Investor C Shares | MCLOX | 13% | 10% | - |
BlackRock Small Cap Growth Equity Portfolio Investor C Shares | CGICX | 8% | 11% | 16% |
BlackRock S&P 500 Index Fund Investor A Shares | BSPAX | 26% | 47% | 74% |
Total Portfolio | 100% | 100% | 100% |