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.
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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