The Safeway plan made a few changes after 2009. The trustee is now JP Morgan and a few funds were changed and Lifepath funds were added. The Balanced portfolio improved a little over last year and invested a small amount in the Lifepath funds. The GIC index GIC.ekx in the scan, the stable value fund FUNDG in the scan and the bond fund PTTRX are still the top 3 holdings. This is conservative plan and was not helped by company stock SWY.
No comments:
Post a Comment