MyPlanIQ
Major Brokerage Investor
Four Core Asset Most Popular ETF Index Funds Emerging Markets
Investment Options
Total Available Funds: | 4 |
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Total Available Funds: | 4 |
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Total Available Funds: | 4 |
- 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 | ||||||||||||||||||
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Average Expense Ratio: 0.29%
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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* |
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Click for Portfolio Details or Follow | 2.1% | 8.6% | 1.9% | 6.1% | 5.4% | 7.5% | |
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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* |
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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.
** 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 4 funds. It covers 4 major asset classes and 4 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.
This plan consists of four ETF index funds for major asset classes.Compared with Four Core Asset Index Funds Emerging Markets, this plan uses most popular ETFs instead of index mutual funds.