Community Bank System, Inc. 401(K) Employee Stock Ownership Plan
Performance
HelpPortfolio Return | 52.16% | 89.19% | 135.33% |
Comparable Target-Date Fund [why this comparison?] |
26.91% Target-Date 2020 |
59.91% Target-Date 2030 |
96.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$25,245 (+25.25%) | +$29,289 (+29.29%) | +$38,425 (+38.43%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Vanguard Institutional Index Fund Institutional Shares | VINIX | 4% | 20% | 58% |
Vanguard Target Retirement Income Fund Investor Shares | VTINX | 18% | - | - |
Vanguard Total Bond Market Index Fund Admiral Shares | VBTLX | 10% | 6% | - |
Federated Total Return Bond Fund Service Shares | FTRFX | 16% | 10% | - |
T. Rowe Price Blue Chip Growth Fund | TRBCX | 8% | 10% | 18% |
T. Rowe Price Mid-Cap Value Fund | TRMCX | 12% | 15% | 18% |
Vanguard Target Retirement 2060 Fund Investor Shares | VTTSX | 32% | 39% | - |
Goldman Sachs Small Cap Value Fund Institutional | GSSIX | - | - | 6% |
Total Portfolio | 100% | 100% | 100% |