Staples, Inc. Employees' 401(K) Savings Plan
Performance
HelpPortfolio Return | 25.17% | 17.15% | -0.96% |
Comparable Target-Date Fund [why this comparison?] |
26.77% Target-Date 2020 |
59.59% Target-Date 2030 |
96.35% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
-$1,603 (-1.60%) | -$42,443 (-42.44%) | -$97,306 (-97.31%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
American Funds EuroPacific Growth Fund Class R-4 | REREX | 11% | 11% | 7% |
Dodge & Cox Income Fund | DODIX | 16% | - | - |
Loomis Sayles Core Plus Bond Fund Class Y | NERYX | 28% | 22% | - |
MainStay Large Cap Growth Fund Class I | MLAIX | 10% | 12% | 15% |
Invesco Growth and Income Fund Class Y | ACGMX | 16% | 11% | 11% |
Fidelity 500 Index | FXAIX | 19% | 37% | 56% |
Goldman Sachs Small Cap Value Fund Institutional | GSSIX | - | 7% | 11% |
Total Portfolio | 100% | 100% | 100% |