MyPlanIQ Major Brokerage Investor Fidelity 25 Commission Free ETFs

Fidelity 25 Commission Free ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index
WORLD STOCK ACWI iShares MSCI ACWI Index
Foreign Small/Mid Value SCZ iShares MSCI EAFE Small Cap Index
Others
ROOT CASH Money Market
FIXED INCOME
Intermediate-Term Bond AGG iShares Lehman Aggregate Bond
Muni National Long MUB iShares S&P National Municipal Bond
Inflation-Protected Bond TIP iShares Lehman TIPS Bond
US EQUITY
SMALL VALUE IWN iShares Russell 2000 Value Index
SMALL BLEND IWM iShares Russell 2000 Index
Small Growth IJT iShares S&P SmallCap 600 Growth
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index
WORLD STOCK ACWI iShares MSCI ACWI Index
Foreign Small/Mid Value SCZ iShares MSCI EAFE Small Cap Index
Others
ROOT CASH Money Market
FIXED INCOME
Intermediate-Term Bond AGG iShares Lehman Aggregate Bond
Muni National Long MUB iShares S&P National Municipal Bond
Inflation-Protected Bond TIP iShares Lehman TIPS Bond
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond
US EQUITY
SMALL VALUE IWN iShares Russell 2000 Value Index
SMALL BLEND IWM iShares Russell 2000 Index
Small Growth IJT iShares S&P SmallCap 600 Growth
LARGE GROWTH IVW iShares S&P 500 Growth Index
SMALL VALUE IJS iShares S&P SmallCap 600 Value Index
Small Growth IWO iShares Russell 2000 Growth Index
LARGE GROWTH IWF iShares Russell 1000 Growth Index
LARGE VALUE IVE iShares S&P 500 Value Index
LARGE VALUE IWD iShares Russell 1000 Value Index
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index
SMALL BLEND IJR iShares S&P SmallCap 600 Index
LARGE BLEND IWB iShares Russell 1000 Index
LARGE BLEND IWV iShares Russell 3000 Index
MID-CAP BLEND IJH iShares S&P MidCap 400 Index
LARGE BLEND IVV iShares S&P 500 Index
Total Available Funds: 26
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index 100% 1 60 0 0.7% 2.63%
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index 100% 1 60 0 0.33% 2.9%
WORLD STOCK ACWI iShares MSCI ACWI Index 96% 1 60 0 0.32% 1.79%
Foreign Small/Mid Value SCZ iShares MSCI EAFE Small Cap Index 95% 1 60 0 0.4% 2.99%
Others
ROOT CASH Money Market 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond AGG iShares Lehman Aggregate Bond 100% 1 60 0 0.03% 3.24%
Muni National Long MUB iShares S&P National Municipal Bond 99% 1 60 0 0.05% 2.69%
Inflation-Protected Bond TIP iShares Lehman TIPS Bond 97% 1 60 0 0.19% 2.76%
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond 94% 1 60 0 0.39% 4.84%
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond 64% 1 60 0 0.14% 4.15%
US EQUITY
SMALL VALUE IWN iShares Russell 2000 Value Index 100% 1 60 0 0.24% 2.07%
SMALL BLEND IWM iShares Russell 2000 Index 99% 1 60 0 0.19% 1.33%
Small Growth IJT iShares S&P SmallCap 600 Growth 99% 1 60 0 0.18% 1%
LARGE GROWTH IVW iShares S&P 500 Growth Index 99% 1 60 0 0.18% 0.93%
SMALL VALUE IJS iShares S&P SmallCap 600 Value Index 99% 1 60 0 0.18% 1.47%
Small Growth IWO iShares Russell 2000 Growth Index 99% 1 60 0 0.24% 0.7%
LARGE GROWTH IWF iShares Russell 1000 Growth Index 99% 1 60 0 0.19% 0.61%
LARGE VALUE IVE iShares S&P 500 Value Index 99% 1 60 0 0.18% 1.6%
LARGE VALUE IWD iShares Russell 1000 Value Index 98% 1 60 0 0.19% 1.95%
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index 98% 1 60 0 0.18% 1.71%
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index 98% 1 60 0 0.17% 1.03%
SMALL BLEND IJR iShares S&P SmallCap 600 Index 97% 1 60 0 0.06% 1.32%
LARGE BLEND IWB iShares Russell 1000 Index 97% 1 60 0 0.15% 1.23%
LARGE BLEND IWV iShares Russell 3000 Index 96% 1 60 0 0.2% 1.22%
MID-CAP BLEND IJH iShares S&P MidCap 400 Index 94% 1 60 0 0.05% 1.4%
LARGE BLEND IVV iShares S&P 500 Index 93% 1 60 0 0.03% 1.35%
Average Expense Ratio: 0.21%
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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 4.5%

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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 for Portfolio Details or Follow 1.9% 11.5% -1.4% 0.8% 3.5% 5.7%

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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 26 funds. It covers 4 major asset classes and 18 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.

Fidelity now makes trading 25 iShares ETFs for free. These ETFs cover complete US equity sizes and styles (large/mid/small caps and growth/blend/value styles). It covers international equity markets well too. In additon, it has good fixed income ETFs. The missing major asset classes are REITs and commodities. We hope those will be made free too. A plan called Fidelity Commission Efficent ETFs extends this plan by including several addtional ETFs (which cost $7.95 flat commission per trade).



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