Albertsons Companies 401(K) Plan
Performance
HelpPortfolio Return | -74.42% | -40.59% | 106.42% |
Comparable Target-Date Fund [why this comparison?] |
1.08% Target-Date 2020 |
12.69% Target-Date 2030 |
28.55% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$75,501 (-75.50%) | -$53,275 (-53.28%) | +$77,863 (+77.86%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
Blackrock U.S. Debt Index | 4% | - | - | |
Dodge & Cox Stock Fund | DODGX | 8% | 9% | 11% |
Fidelity Contrafund Commingled Pool Fund | 11% | 12% | 11% | |
PIMCO Bond Portfolio | 28% | 24% | - | |
BlackRock LifePath Index 2025 Fund Class K Shares | LIBKX | 31% | - | - |
Blackrock Russell 1000 Index | 11% | 24% | 51% | |
Blackrock Russell 2000 Index | 7% | 8% | 9% | |
BlackRock LifePath Index 2050 Fund Class K Shares | LIPKX | - | 11% | 8% |
BlackRock LifePath Index 2055 Fund Class K Shares | LIVKX | - | 12% | 10% |
Total Portfolio | 100% | 100% | 100% |