Publix Super Markets, Inc. 401(K) Smart Plan
Performance
HelpPortfolio Return | 61.62% | 93.56% | 145.16% |
Comparable Target-Date Fund [why this comparison?] |
28.75% Target-Date 2020 |
63.07% Target-Date 2030 |
101.91% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$32,871 (+32.87%) | +$30,491 (+30.49%) | +$43,249 (+43.25%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Moderate Strategic Balanced Fund (Class I) | 29% | 16% | - | |
Aggressive Strategic Balanced Fund (Class I) | 39% | 49% | 10% | |
Conservative Strategic Balanced Fund (Class I) | 9% | - | - | |
Baird Aggregate Bond Fund Class Institutional | BAGIX | 11% | - | - |
DFA U.S. Small Cap Portfolio Institutional Class | DFSTX | 6% | 7% | 12% |
T. Rowe Price Blue Chip Growth I | TBCIX | 6% | 11% | 27% |
SSgA S&P 500 Index Fund N Class | SVSPX | - | 8% | 18% |
T. Rowe Price Value I | trpix | - | 9% | 33% |
Total Portfolio | 100% | 100% | 100% |