MyPlanIQ 401k Investor Safeway Inc Defined Contributions Plan Master Trust

Safeway Inc Defined Contributions Plan Master Trust

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth
Others
Target Date 2026-2030 STLDX Barclays Lifepath 2030
Retirement Income STLAX Barclays Lifepath Retirement
Target Date 2036-2040 STLEX Barclays Lifepath 2040
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock
LARGE BLEND SVSPX SSGA S&P 500
SMALL BLEND RSPYX RS Partners Y
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
High Yield Bond OHYAX JPMorgan Liquidity Fund
Total Available Funds: 15
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth
Others
Target Date 2026-2030 STLDX Barclays Lifepath 2030
Retirement Income STLAX Barclays Lifepath Retirement
Target Date 2036-2040 STLEX Barclays Lifepath 2040
Target Date 2021-2025 LPBIX Barclays Lifepath 2025
Target Date 2041-2045 LPHIX Barclays Lifepath 2045
Target Date 2031-2035 LPJIX Barclays Lifepath 2035
Target Date 2016-2020 STLCX Barclays Lifepath 2020
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock
LARGE BLEND SVSPX SSGA S&P 500
SMALL BLEND RSPYX RS Partners Y
Small Growth HSPGX Forward Growth
LARGE GROWTH CHCGX Chesapeake Core Growth
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return
High Yield Bond OHYAX JPMorgan Liquidity Fund
Total Available Funds: 15
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
INTERNATIONAL EQUITY
Foreign Large Blend CEUFX American Funds EuroPacific Growth 94% 3 60 0 0.9% 3.89%
Others
Target Date 2026-2030 STLDX Barclays Lifepath 2030 94% 3 60 0 0.34% 3.1%
Retirement Income STLAX Barclays Lifepath Retirement 92% 3 60 0 0.84% 3.62%
Target Date 2036-2040 STLEX Barclays Lifepath 2040 92% 3 60 0 1.04% 3.18%
Target Date 2021-2025 LPBIX Barclays Lifepath 2025 56% 3 60 0 0.59% 1.83%
Target Date 2041-2045 LPHIX Barclays Lifepath 2045 54% 3 60 0 0.34% 1.27%
Target Date 2031-2035 LPJIX Barclays Lifepath 2035 53% 3 60 0 0.34% 1.5%
Target Date 2016-2020 STLCX Barclays Lifepath 2020 0% 3 60 0 0.67% 1.74%
US EQUITY
LARGE VALUE DODGX Dodge & Cox Stock 93% 3 60 0 0.52% 4.95%
LARGE BLEND SVSPX SSGA S&P 500 75% 3 60 0 0.16% 8.53%
SMALL BLEND RSPYX RS Partners Y 56% 3 60 0 1.12% 5.11%
Small Growth HSPGX Forward Growth 30% 3 60 0 1.68% 3.51%
LARGE GROWTH CHCGX Chesapeake Core Growth 29% 3 60 0 1.76% 0%
FIXED INCOME
Intermediate-Term Bond PTTRX PIMCO Total Return 97% 3 60 0 0.83% 3.98%
High Yield Bond OHYAX JPMorgan Liquidity Fund 62% 3 60 0 0.75% 6.22%
Average Expense Ratio: 0.79%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 3.0% 12.9% 1.2% 19.2% 11.3% 11.5%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:SWY)

The plan consists of 16 funds. It covers 3 major asset classes and 15 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

Safeway Inc., together with its subsidiaries, operates as a food and drug retailer in North America.



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