Boeing Employees' Credit Union 401(K) Plan
Performance
HelpPortfolio Return | 503.80% | 266.80% | 122.09% |
Comparable Target-Date Fund [why this comparison?] |
27.05% Target-Date 2020 |
61.69% Target-Date 2030 |
99.88% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$476,747 (+476.75%) | +$205,115 (+205.12%) | +$22,206 (+22.21%) |
Current Recommendations
(as of 9/30/2020)HelpNAME | TICKER | CONSERVATIVE | MODERATE | AGGRESSIVE |
---|---|---|---|---|
iShares Russell 3000 ETF | IWV | 11% | 16% | 24% |
Vanguard Russell 1000 Index Fund Institutional Shares | VRNIX | 20% | 38% | 58% |
SPDR MSCI ACWI IMI ETF US | ACIM | 25% | 25% | 18% |
SPDR Barclays 1-10 Year TIPS ETF | TIPX | 44% | 21% | - |
Total Portfolio | 100% | 100% | 100% |