MyPlanIQ Major Brokerage Investor Fidelity Commission Efficient ETFs

Fidelity Commission Efficient ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 36
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR US REIT (IYR)
Global Real Estate RWX International REIT (RWX)
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index EEM
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index EFA
WORLD STOCK ACWI iShares MSCI ACWI Index ACWI
Foreign Small/Mid Value SCZ iShares MSCI EAFE Small Cap Index SCZ
COMMODITIES
COMMODITIES BROAD BASKET DBC Commodities (DBC)
COMMODITIES GLD Gold (GLD)
Others
ROOT CASH Money Market
Total Available Funds: 36
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR US REIT (IYR)
Global Real Estate RWX International REIT (RWX)
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index EEM
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index EFA
WORLD STOCK ACWI iShares MSCI ACWI Index ACWI
Foreign Small/Mid Value SCZ iShares MSCI EAFE Small Cap Index SCZ
COMMODITIES
COMMODITIES BROAD BASKET DBC Commodities (DBC)
COMMODITIES GLD Gold (GLD)
Others
ROOT CASH Money Market
FIXED INCOME
Intermediate-Term Bond AGG iShares Lehman Aggregate Bond AGG
Muni National Long MUB iShares S&P National Municipal Bond MUB
Intermediate Government IEI Intermediate Term Treasury Bond (IEI)
SHORT GOVERNMENT SHY Short Term Treasury Bond (SHY)
Inflation-Protected Bond TIP iShares Lehman TIPS Bond TIP
WORLD BOND BWX International Treasury Bonds (BWX)
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond EMB
High Yield Bond JNK High Yield Junk Bond (JNK)
LONG GOVERNMENT TLT Long Term Treasury Bond (TLT)
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond LQD
Intermediate-Term Bond CFT iShares Lehman Credit Bond (CFT)
Short-Term Bond CSJ iShares Lehman 1-3 Year Credit Bond (CSJ)
US EQUITY
SMALL VALUE IWN iShares Russell 2000 Value Index IWN
SMALL BLEND IWM iShares Russell 2000 Index IWM
Small Growth IJT iShares S&P SmallCap 600 Growth IJT
LARGE GROWTH IVW iShares S&P 500 Growth Index IVW
SMALL VALUE IJS iShares S&P SmallCap 600 Value Index IJS
Small Growth IWO iShares Russell 2000 Growth Index IWO
LARGE GROWTH IWF iShares Russell 1000 Growth Index IWF
LARGE VALUE IWD iShares Russell 1000 Value Index IWD
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index IJJ
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index IJK
SMALL BLEND IJR iShares S&P SmallCap 600 Index IJR
LARGE BLEND IWB iShares Russell 1000 Index IWB
LARGE BLEND IWV iShares Russell 3000 Index IWV
MID-CAP BLEND IJH iShares S&P MidCap 400 Index IJH
LARGE BLEND IVV iShares S&P 500 Index IVV
Total Available Funds: 36
  • 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 IYR US REIT (IYR) 100% 1 60 0 0.4% 2.84%
Global Real Estate RWX International REIT (RWX) 98% 1 60 0 0.59% 4.27%
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index EEM 100% 1 60 0 0.7% 2.63%
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index EFA 100% 1 60 0 0.33% 2.9%
WORLD STOCK ACWI iShares MSCI ACWI Index ACWI 96% 1 60 0 0.32% 1.79%
Foreign Small/Mid Value SCZ iShares MSCI EAFE Small Cap Index SCZ 95% 1 60 0 0.4% 2.99%
COMMODITIES
COMMODITIES BROAD BASKET DBC Commodities (DBC) 94% 1 60 0 0.85% 4.95%
COMMODITIES GLD Gold (GLD) 93% 1 60 0 0.4% 0%
Others
ROOT CASH Money Market 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond AGG iShares Lehman Aggregate Bond AGG 100% 1 60 0 0.03% 3.24%
Muni National Long MUB iShares S&P National Municipal Bond MUB 99% 1 60 0 0.05% 2.69%
Intermediate Government IEI Intermediate Term Treasury Bond (IEI) 98% 1 60 0 0.15% 2.48%
SHORT GOVERNMENT SHY Short Term Treasury Bond (SHY) 98% 1 60 0 0.15% 3.11%
Inflation-Protected Bond TIP iShares Lehman TIPS Bond TIP 97% 1 60 0 0.19% 2.76%
WORLD BOND BWX International Treasury Bonds (BWX) 97% 1 60 0 0.35% 1.72%
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond EMB 94% 1 60 0 0.39% 4.84%
High Yield Bond JNK High Yield Junk Bond (JNK) 94% 1 60 0 0.4% 6.43%
LONG GOVERNMENT TLT Long Term Treasury Bond (TLT) 91% 1 60 0 0.15% 3.59%
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond LQD 64% 1 60 0 0.14% 4.15%
Intermediate-Term Bond CFT iShares Lehman Credit Bond (CFT) 0% 1 60 0 0.2% 0%
Short-Term Bond CSJ iShares Lehman 1-3 Year Credit Bond (CSJ) 0% 1 60 0 0.2% 1.27%
US EQUITY
SMALL VALUE IWN iShares Russell 2000 Value Index IWN 100% 1 60 0 0.24% 2.07%
SMALL BLEND IWM iShares Russell 2000 Index IWM 99% 1 60 0 0.19% 1.33%
Small Growth IJT iShares S&P SmallCap 600 Growth IJT 99% 1 60 0 0.18% 1%
LARGE GROWTH IVW iShares S&P 500 Growth Index IVW 99% 1 60 0 0.18% 0.93%
SMALL VALUE IJS iShares S&P SmallCap 600 Value Index IJS 99% 1 60 0 0.18% 1.47%
Small Growth IWO iShares Russell 2000 Growth Index IWO 99% 1 60 0 0.24% 0.7%
LARGE GROWTH IWF iShares Russell 1000 Growth Index IWF 99% 1 60 0 0.19% 0.61%
LARGE VALUE IWD iShares Russell 1000 Value Index IWD 98% 1 60 0 0.19% 1.95%
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index IJJ 98% 1 60 0 0.18% 1.71%
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index IJK 98% 1 60 0 0.17% 1.03%
SMALL BLEND IJR iShares S&P SmallCap 600 Index IJR 97% 1 60 0 0.06% 1.32%
LARGE BLEND IWB iShares Russell 1000 Index IWB 97% 1 60 0 0.15% 1.23%
LARGE BLEND IWV iShares Russell 3000 Index IWV 96% 1 60 0 0.2% 1.22%
MID-CAP BLEND IJH iShares S&P MidCap 400 Index IJH 94% 1 60 0 0.05% 1.4%
LARGE BLEND IVV iShares S&P 500 Index IVV 93% 1 60 0 0.03% 1.35%
Average Expense Ratio: 0.25%
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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 3.4% 8.1% 2.7% 5.4% 4.1% 6.1%

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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 36 funds. It covers 6 major asset classes and 28 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, Fixed Income, REITs and Commodity.

This plans extends the 25 commission free ETFs in Fidelity Brokerage to include other missing asset classes: US REIT (IYR), Global REIT (RWX), Commodities (DBC, GLD), International Bonds (BWX), Long/Intermediate/Short US Treasury Bonds (TLT, IEI, SHY) and High Yield Junk Bond (JNK). These additional ETFs are not commission free.



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