Safeway 401(K) Savings Plan
Performance
HelpPortfolio Return | -6.40% | 40.90% | 75.90% |
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) |
-$35,143 (-35.14%) | -$22,171 (-22.17%) | -$26,012 (-26.01%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Dodge & Cox Stock Fund | DODGX | 11% | 16% | 32% |
JPMorgan SmartRetirement 2030 Fund Class A Shares | JSMAX | 11% | 9% | - |
JPMorgan SmartRetirement 2025 Fund Class Institutional Shares | JNSIX | 13% | - | - |
JPMorgan SmartRetirement Income Fund Class A Shares | JSRAX | 34% | 19% | - |
JPMorgan SmartRetirement 2020 Fund Class Institutional Shares | JTTIX | 16% | - | - |
Wells Fargo Large Cap Growth Fund - Class Inst | STNFX | 15% | 23% | 39% |
JPMorgan SmartRetirement 2045 Fund Class Institutional Shares | JSAIX | - | 6% | 11% |
JPMorgan SmartRetirement 2050 Fund Class Institutional Shares | JTSIX | - | 10% | 18% |
JPMorgan SmartRetirement 2040 Fund Class Select Shares | SMTSX | - | 9% | - |
JPMorgan SmartRetirement 2035 Fund Class Institutional Shares | SRJIX | - | 8% | - |
Total Portfolio | 100% | 100% | 100% |