Paychex, Inc. 401(K) Incentive Retirement Plan
Performance
HelpPortfolio Return | 36.31% | 76.51% | 149.57% |
Comparable Target-Date Fund [why this comparison?] |
27.90% Target-Date 2020 |
61.69% Target-Date 2030 |
99.88% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$8,415 (+8.41%) | +$14,825 (+14.83%) | +$49,687 (+49.69%) |
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% |