Boeing Employees' Credit Union 401(K) Plan
Performance
HelpPortfolio Return | 538.50% | 400.49% | 347.34% |
Comparable Target-Date Fund [why this comparison?] |
26.25% Target-Date 2020 |
5.42% Target-Date 2030 |
78.36% Target-Date 2050 |
Value-added by Kivalia ($100k starting amount) |
+$512,248 (+512.25%) | +$395,076 (+395.08%) | +$268,981 (+268.98%) |
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% |