MyPlanIQ Major Brokerage Investor Five Core Asset Index Funds

Five Core Asset Index Funds

This Plan is unrated.
Investment Options
Total Available Funds: 5
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX VGSIX (Vanguard REIT Index)
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX (Vanguard Emerging Mkts Stock Idx)
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX VGTSX (Vanguard Total Intl Stock Index)
FIXED INCOME
Intermediate-Term Bond VBMFX VBMFX (Vanguard Total Bond Market Index)
US EQUITY
LARGE BLEND VTSMX VTSMX (Vanguard Total Stock Mkt Idx)
Total Available Funds: 5
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX VGSIX (Vanguard REIT Index)
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX (Vanguard Emerging Mkts Stock Idx)
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX VGTSX (Vanguard Total Intl Stock Index)
FIXED INCOME
Intermediate-Term Bond VBMFX VBMFX (Vanguard Total Bond Market Index)
US EQUITY
LARGE BLEND VTSMX VTSMX (Vanguard Total Stock Mkt Idx)
Total Available Funds: 5
  • 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 VGSIX (Vanguard REIT Index) 81% 1 60 0 0.12% 3.91%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX (Vanguard Emerging Mkts Stock Idx) 99% 1 60 0 0.08% 3.37%
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX VGTSX (Vanguard Total Intl Stock Index) 16% 1 60 0 0.07% 3.24%
FIXED INCOME
Intermediate-Term Bond VBMFX VBMFX (Vanguard Total Bond Market Index) 100% 1 60 0 0.03% 2.95%
US EQUITY
LARGE BLEND VTSMX VTSMX (Vanguard Total Stock Mkt Idx) 94% 1 60 0 0.03% 1.33%
Average Expense Ratio: 0.07%
Sign up to get fund ranking change alerts

Sign up and subscribe as an expert user to create plans with your own specified investment options.
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 1.4% 12.3% 2.3% 6.0% 5.2% 8.2%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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.


Other Related Portfolios YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
Five Core Asset Index Funds Tactical Asset Allocation Most Aggressive 1.8% 22.4% 4.2% 7.6% 5.3%
Description
The plan consists of 5 funds. It covers 5 major asset classes and 5 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, REITs and Fixed Income.

This plan consists of five Vanguard low cost index funds for major asset classes. The purpose of this plan is to illustrate the 'Simpler Is Better' (SIB) concept. Compared with Six Core Asset Index Funds, this plan does not have commodity asset, which is rare in most retirement 401k plans. It is used as a plan benchmark for MyPlanIQ's plan ranking.

Please beaware that for the purpose of benchmarking, all of redemption periods are set to be one month (30 days).



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.