MyPlanIQ Major Brokerage Investor Index Funds Advisors (IFA) ETF Equivalent

Index Funds Advisors (IFA) ETF Equivalent

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc
DIVERSIFIED EMERGING MKTS EWX SPDR S&P Emerging Markets Small Cap
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
REAL ESTATE
Global Real Estate RWX SPDR Dow Jones Intl Real Estate
REAL ESTATE VNQ Vanguard REIT Index ETF
INTERNATIONAL EQUITY
Foreign Large Value EFV iShares MSCI EAFE Value Index
FOREIGN SMALL/MID GROWTH GWX SPDR S&P International Small Cap
Foreign Small/Mid Value DLS WisdomTree International SmallCap Div
FIXED INCOME
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury
Short-Term Bond BSV Short-Term Bond ETF
WORLD BOND BWX SPDR Barclays Capital Intl Treasury Bond
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc
DIVERSIFIED EMERGING MKTS EWX SPDR S&P Emerging Markets Small Cap
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
REAL ESTATE
Global Real Estate RWX SPDR Dow Jones Intl Real Estate
REAL ESTATE VNQ Vanguard REIT Index ETF
INTERNATIONAL EQUITY
Foreign Large Value EFV iShares MSCI EAFE Value Index
FOREIGN SMALL/MID GROWTH GWX SPDR S&P International Small Cap
Foreign Small/Mid Value DLS WisdomTree International SmallCap Div
FIXED INCOME
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury
Short-Term Bond BSV Short-Term Bond ETF
WORLD BOND BWX SPDR Barclays Capital Intl Treasury Bond
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond
US EQUITY
LARGE VALUE VTV Vanguard Value ETF
SMALL BLEND IWC iShares Russell Microcap Index
SMALL VALUE VBR Vanguard Small Cap Value ETF
SMALL BLEND VB Vanguard Small Cap ETF
LARGE BLEND VV Vanguard Large Cap ETF
Total Available Funds: 17
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc 99% 0 60 0 0.63% 5.4%
DIVERSIFIED EMERGING MKTS EWX SPDR S&P Emerging Markets Small Cap 98% 0 60 0 0.65% 2.32%
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF 97% 0 60 0 0.08% 3.51%
REAL ESTATE
Global Real Estate RWX SPDR Dow Jones Intl Real Estate 98% 0 60 0 0.59% 4.27%
REAL ESTATE VNQ Vanguard REIT Index ETF 95% 0 60 0 0.12% 4.08%
INTERNATIONAL EQUITY
Foreign Large Value EFV iShares MSCI EAFE Value Index 99% 0 60 0 0.34% 4.37%
FOREIGN SMALL/MID GROWTH GWX SPDR S&P International Small Cap 97% 0 60 0 0.4% 2.68%
Foreign Small/Mid Value DLS WisdomTree International SmallCap Div 93% 0 60 0 0.58% 4.3%
FIXED INCOME
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury 100% 0 60 0 0.15% 3.01%
Short-Term Bond BSV Short-Term Bond ETF 99% 0 60 0 0.07% 2.56%
WORLD BOND BWX SPDR Barclays Capital Intl Treasury Bond 97% 0 60 0 0.35% 1.72%
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond 94% 0 60 0 0.39% 4.84%
US EQUITY
LARGE VALUE VTV Vanguard Value ETF 100% 0 60 0 0.05% 2.35%
SMALL BLEND IWC iShares Russell Microcap Index 98% 0 60 0 0.6% 1.15%
SMALL VALUE VBR Vanguard Small Cap Value ETF 98% 0 60 0 0.06% 2.08%
SMALL BLEND VB Vanguard Small Cap ETF 96% 0 60 0 0.03% 1.51%
LARGE BLEND VV Vanguard Large Cap ETF 93% 0 60 0 0.04% 1.32%
Average Expense Ratio: 0.3%
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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 -0.9% 6.8% 1.8% 5.1% 4.1% 6.7%

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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 19 funds. It covers 5 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity, Emerging Market Equity and Fixed Income.

Index Funds Advisors (IFA) has a comprehensive DFA (Dimensional Funds Advisors) fund based model portfolios. 

This plan uses ETFs as proxies to the list of recommended index funds (mostly DFA funds) in their model portfolios. 



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