MyPlanIQ Major Brokerage Investor Five Core Asset ETFs

Five Core Asset ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 5
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VNQ VNQ (Vanguard REIT Index ETF)
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO (Vanguard Emerging Markets Stock ETF)
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard MSCI EAFE ETF
FIXED INCOME
Intermediate-Term Bond BND BND (Vanguard Total Bond Market ETF)
US EQUITY
LARGE BLEND VTI VTI (Vanguard Total Stock Market ETF)
Total Available Funds: 5
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VNQ VNQ (Vanguard REIT Index ETF)
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO (Vanguard Emerging Markets Stock ETF)
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard MSCI EAFE ETF
FIXED INCOME
Intermediate-Term Bond BND BND (Vanguard Total Bond Market ETF)
US EQUITY
LARGE BLEND VTI VTI (Vanguard Total Stock Market ETF)
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 VNQ VNQ (Vanguard REIT Index ETF) 95% 1 60 0 0.12% 4.07%
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO (Vanguard Emerging Markets Stock ETF) 97% 1 60 0 0.08% 2.96%
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard MSCI EAFE ETF 97% 1 60 0 0.05% 2.95%
FIXED INCOME
Intermediate-Term Bond BND BND (Vanguard Total Bond Market ETF) 99% 1 60 0 0.03% 3.04%
US EQUITY
LARGE BLEND VTI VTI (Vanguard Total Stock Market ETF) 96% 1 60 0 0.03% 1.42%
Average Expense Ratio: 0.06%
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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 1.8% 12.4% 2.7% 6.2% 5.6% 8.4%

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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.


Other Related Portfolios YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
Five Core Asset ETFs Tactical Asset Allocation Most Aggressive 3.2% 23.2% 2.5% 5.9% 4.5%
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 Fixed Income, Foreign Equity, REITs, US Equity and Emerging Market Equity.

This plan consists of five ETF 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.

This plan is similar to Five Core Asset Index Funds that uses only Vanguard low cost index mutual funds.



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