Incyte Corporation 401(K) Plan
Performance
HelpPortfolio Return | 36.80% | 60.30% | 82.94% |
Comparable Target-Date Fund [why this comparison?] |
26.30% Target-Date 2020 |
58.79% Target-Date 2030 |
95.10% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$10,506 (+10.51%) | +$1,510 (+1.51%) | -$12,157 (-12.16%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds The Growth Fund of America Class R-3 | RGACX | 28% | 40% | 49% |
BlackRock Equity Dividend Fund Institutional Shares | MADVX | 22% | 25% | 29% |
Franklin High Income Fund Advisor Class | FVHIX | 17% | 7% | - |
Federated Total Return Government Bond Fund Service Shares | FTGSX | 27% | 7% | - |
Royce Premier Fund Service Class | RPFFX | 6% | 7% | 11% |
American Funds The Income Fund of America Class R-3 | RIDCX | - | 14% | - |
RidgeWorth Ceredex Small Cap Value Equity Fund Class Institutional | SCETX | - | - | 11% |
Total Portfolio | 100% | 100% | 100% |