Tuesday, June 3, 2014

Boeing 401k (VIP) Plan PSDS Scan 12-31-2013

The Boeing 401k Plan continues to evolve and now has company stock BA, ten core options and three options only available in the target date funds. In this scan they are;

US Bond Market Fund                           AGG
US Large Companies Fund                  IWB
S&P 500 Index                                          SVSPX
US Small/Mid Companies Fund           FSGAX
Russell 2000 Index Fund                       IWM
International Companies Fund            VGTSX
International Index Fund                       ACWX
Global Equity Fund                                 ACWI
Diversified Real Assets Fund               TIP
Global Bond Fund                                   TPINX
**********************************************************
Core Plus Bond                                        ONIAX
Global REIT Fund                                     TAREX
Commodity Fund - DowJones              DJP




In the scan the Target Date Funds are represented but not individually which distorts the Portfolio Diversification Ratio PDR which at PDR = 0.36 is good.

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