OmniUpdate Paychex 401(k)
Performance
HelpPortfolio Return | 48.65% | 96.05% | 154.71% |
Comparable Target-Date Fund [why this comparison?] |
49.15% Target-Date 2020 |
95.35% Target-Date 2030 |
148.16% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$498 (-0.50%) | +$700 (+0.70%) | +$6,550 (+6.55%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Windsor Fund Investor Share | VWNDX | 11% | 15% | 17% |
Prudential High-Yield Fund Class Z | PHYZX | 5% | - | - |
Wells Fargo Premier Large Company Growth Fund - Class Inst | EKJYX | 11% | 15% | 17% |
Goldman Sachs U.S. Mortgages Fund Institutional | GSUIX | 18% | 19% | - |
Metropolitan West Total Return Bond Fund Class I | MWTIX | 19% | - | - |
Virtus Emerging Markets Opportunities Fund Class I | HIEMX | 7% | 7% | 7% |
Schwab S&P 500 Index Fund | SWPPX | 16% | 30% | 52% |
AMG Yacktman Fund Class I | YACKX | 13% | 14% | - |
Goldman Sachs Small Cap Value Fund Institutional | GSSIX | - | - | 7% |
Total Portfolio | 100% | 100% | 100% |