MyPlanIQ Vanguard-VA-Clone

Vanguard-VA-Clone

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
Global Real Estate RWX SPDR DJ Wilshire Intl Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index
Others
ROOT CASH CASH
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd
US EQUITY
LARGE VALUE VTV Vanguard Value ETF
LARGE GROWTH VUG Vanguard Growth ETF
LARGE BLEND VTI Vanguard Total Stock Market ETF
Total Available Funds: 11
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
Global Real Estate RWX SPDR DJ Wilshire Intl Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index
Others
ROOT CASH CASH
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd
US EQUITY
LARGE VALUE VTV Vanguard Value ETF
LARGE GROWTH VUG Vanguard Growth ETF
LARGE BLEND VTI Vanguard Total Stock Market ETF
MID-CAP BLEND VO Vanguard Mid Cap ETF
Total Available Funds: 11
  • 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 iShares Dow Jones US Real Estate 100% 1 60 0 0.4% 2.84%
Global Real Estate RWX SPDR DJ Wilshire Intl Real Estate 98% 1 60 0 0.59% 4.27%
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index 100% 1 60 0 0.33% 2.9%
Others
ROOT CASH CASH 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market ETF 99% 1 60 0 0.15% 3.19%
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond 98% 1 60 0 0.15% 3.11%
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd 94% 1 60 0 0.49% 5.79%
US EQUITY
LARGE VALUE VTV Vanguard Value ETF 100% 1 60 0 0.05% 2.35%
LARGE GROWTH VUG Vanguard Growth ETF 99% 1 60 0 0.04% 0.53%
LARGE BLEND VTI Vanguard Total Stock Market ETF 96% 1 60 0 0.03% 1.35%
MID-CAP BLEND VO Vanguard Mid Cap ETF 6% 1 60 0 0.04% 1.47%
Average Expense Ratio: 0.23%
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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 7.1% 20.0% 9.1% 7.4% 6.5% 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 11 funds. It covers 4 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income and REITs.


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