MyPlanIQ 401k Investor Boeing Company Voluntary Investment Program 401(k) Plan

Boeing Company Voluntary Investment Program 401(k) Plan

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Diversified Real Asset Fund
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Global Equity Fund
INTERNATIONAL EQUITY VGTSX International Companies Fund
Others
BALANCE FUND VBINX Balanced Index Fund
Target Date 2046-2050 VFIFX Lifecycle 2050 Fund
Target Date 2036-2040 VFORX Lifecycle 2040 Fund
US EQUITY
SMALL BLEND IWM Russell 2000 Index Fund
US Large Cap VFINX U.S. Large Companies Fund
Mid-Cap Growth FSGAX U.S. Small/Mid Companies Fund
Total Available Funds: 17
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Diversified Real Asset Fund
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Global Equity Fund
INTERNATIONAL EQUITY VGTSX International Companies Fund
Others
BALANCE FUND VBINX Balanced Index Fund
Target Date 2046-2050 VFIFX Lifecycle 2050 Fund
Target Date 2036-2040 VFORX Lifecycle 2040 Fund
Target Date 2026-2030 VTHRX Lifecycle 2030 Fund
Target Date 2016-2020 VTWNX Lifecycle 2020 Fund
Technology ATEIX Science and Technology Fund
ROOT SWINX International Index Fund
US EQUITY
SMALL BLEND IWM Russell 2000 Index Fund
US Large Cap VFINX U.S. Large Companies Fund
Mid-Cap Growth FSGAX U.S. Small/Mid Companies Fund
LARGE VALUE VOOV S&P 500 Index Fund
FIXED INCOME
Intermediate-Term Bond VBMFX Bond Market Index Fund
SHORT GOVERNMENT STABLEVALUE VIP Stable Value Fund
INTERNATIONAL BONDS BEGBX Global Bond Fund
Total Available Funds: 17
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
REAL ESTATE VGSIX Diversified Real Asset Fund 81% 1 60 0 0.12% 3.94%
INTERNATIONAL EQUITY
WORLD STOCK VHGEX Global Equity Fund 100% 1 60 0 0.42% 1.09%
INTERNATIONAL EQUITY VGTSX International Companies Fund 16% 1 60 0 0.08% 3.12%
Others
BALANCE FUND VBINX Balanced Index Fund 93% 1 60 0 0.07% 1.83%
Target Date 2046-2050 VFIFX Lifecycle 2050 Fund 75% 1 60 0 0.08% 2.02%
Target Date 2036-2040 VFORX Lifecycle 2040 Fund 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX Lifecycle 2030 Fund 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX Lifecycle 2020 Fund 66% 1 60 0 0.08% 4.48%
Technology ATEIX Science and Technology Fund 0% 1 60 0 NA NA
ROOT SWINX International Index Fund 0% 1 60 0 NA 0%
US EQUITY
SMALL BLEND IWM Russell 2000 Index Fund 99% 1 60 0 0.19% 1.33%
US Large Cap VFINX U.S. Large Companies Fund 98% 1 60 0 0.14% 1.27%
Mid-Cap Growth FSGAX U.S. Small/Mid Companies Fund 73% 1 60 0 0.85% 0%
LARGE VALUE VOOV S&P 500 Index Fund 24% 1 60 0 0.1% 1.74%
FIXED INCOME
Intermediate-Term Bond VBMFX Bond Market Index Fund 100% 1 60 0 0.15% 3.15%
SHORT GOVERNMENT STABLEVALUE VIP Stable Value Fund 16% 1 60 0 NA 27.03%
INTERNATIONAL BONDS BEGBX Global Bond Fund 0% 1 60 0 0.6% 0%
Average Expense Ratio: 0.22%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 2.7% 20.5% 8.7% 9.9% 7.8% 9.2%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 19 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, REITs and Foreign Equity.


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