Pure Benchmarks · Portfolio Benchmark Report
Is Your Logix Credit Union Investments Portfolio Underperforming?
Logix Credit Union Investments offers member investing through an outside broker-dealer, adding a referral layer on top of fund expenses.
Pure Benchmarks ranks real Logix Credit Union Investments portfolios against thousands of other verified investor portfolios across nine standardized risk categories, from 100% equity to 90% fixed income. Every portfolio is recategorized daily from actual end-of-day holdings, and Community Nests shows exactly where your Logix Credit Union Investments portfolio ranks against other real Logix Credit Union Investments clients in the same risk category — built entirely from verified portfolio data, with no firm that manages money able to see any data point on the platform.
Why your Logix Credit Union Investments portfolio can lag a pure index baseline
The referred-program markup. Investment services offered through a credit union are typically run by a third-party broker-dealer program. That referral layer can add advisory and product fees on top of the underlying fund costs, creating drag against a simple index baseline.
What to review on a Logix Credit Union Investments portfolio
- Check whether a third-party program fee is charged on top of the underlying fund expenses.
- Look at how the referred allocation compares with a plain low-cost index baseline.
Illustrative 10-year comparison — a standard managed portfolio versus a pure index baseline. Figures are illustrative only.
| Year | Standard managed portfolio | Pure index baseline | Gap |
|---|---|---|---|
| Year 1 | $105,200 | $107,000 | -$1,800 |
| Year 3 | $116,400 | $122,500 | -$6,100 |
| Year 5 | $128,700 | $140,300 | -$11,600 |
| Year 7 | $142,300 | $160,600 | -$18,300 |
| Year 10 | $165,100 | $196,700 | -$31,600 |
See exactly where your Logix Credit Union Investments portfolio stands.
One clean report against a pure index baseline. No email required.
See Your Free Benchmark ReportCompare other firms
- Is your Navy Federal Investment Services portfolio underperforming?
- Is your Pentagon Federal Investments portfolio underperforming?
- Is your BECU Investment Services portfolio underperforming?
- Is your SchoolsFirst Federal Credit Union Investments portfolio underperforming?
- Is your Alliant Credit Union Investments portfolio underperforming?
- Is your Golden 1 Credit Union Investments portfolio underperforming?
New here? Read the Pure Benchmarks blog or the portfolio benchmarking FAQ.
Answer the bigger questions
This page is an information baseline for comparison only. It is not investment advice and not a recommendation to buy, sell, replace, or transfer any specific asset, account, or firm. Past performance does not guarantee future results. All figures shown are illustrative.