MyPlanIQ 401k Investor ShareBuilder 401K ETFs

ShareBuilder 401K ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT ETF
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard Europe Pacific ETF
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking
Commodities Precious Metals IAU iShares Gold Trust
Others
ROOT CASH BDMXX: money market
FIXED INCOME
LONG GOVERNMENT IEF IEF (iShares Lehman 7-10 Year Treasury)
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
SHORT GOVERNMENT SHY SHY (iShares Lehman 1-3 Year Treasury Bond)
Total Available Funds: 21
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT ETF
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard Europe Pacific ETF
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking
Commodities Precious Metals IAU iShares Gold Trust
Others
ROOT CASH BDMXX: money market
FIXED INCOME
LONG GOVERNMENT IEF IEF (iShares Lehman 7-10 Year Treasury)
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
SHORT GOVERNMENT SHY SHY (iShares Lehman 1-3 Year Treasury Bond)
Inflation-Protected Bond TIP TIP (iShares Lehman TIPS Bond)
WORLD BOND BWX SPDR Barclays Capital Intl Treasury Bond
Emerging Markets Bond PCY PowerShares Emerging Mkts Sovereign Debt
US EQUITY
LARGE VALUE DVY DVY (iShares Dow Jones Select Dividend Index)
LARGE BLEND SPY SPY (SPDR S&P 500)
MID-CAP BLEND MDY MDY (MidCap SPDRs)
SMALL BLEND IWM IWM (iShares Russell 2000 Index)
LARGE GROWTH IWF IWF (iShares Russell 1000 Growth Index)
LARGE VALUE DIA DIA (DIAMONDS Trust Series 1)
LARGE VALUE IWD IWD (iShares Russell 1000 Value Index)
LARGE GROWTH QQQ PowerShares QQQ
LARGE BLEND KLD iShares MSCI USA ESG Select Index
Total Available Funds: 21
  • 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 VWO Vanguard Emerging Markets Stock ETF 97% 1 60 0 0.08% 3.51%
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT ETF 95% 1 60 0 0.12% 4.08%
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard Europe Pacific ETF 97% 1 60 0 0.05% 3.11%
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking 94% 1 60 0 0.85% 4.95%
Commodities Precious Metals IAU iShares Gold Trust 79% 1 60 0 0.25% 0%
Others
ROOT CASH BDMXX: money market 0% 1 60 0 NA 4.14%
FIXED INCOME
LONG GOVERNMENT IEF IEF (iShares Lehman 7-10 Year Treasury) 100% 1 60 0 0.15% 3.01%
Intermediate-Term Bond BND Vanguard Total Bond Market ETF 99% 1 60 0 0.15% 3.19%
SHORT GOVERNMENT SHY SHY (iShares Lehman 1-3 Year Treasury Bond) 98% 1 60 0 0.15% 3.11%
Inflation-Protected Bond TIP TIP (iShares Lehman TIPS Bond) 97% 1 60 0 0.19% 2.76%
WORLD BOND BWX SPDR Barclays Capital Intl Treasury Bond 97% 1 60 0 0.35% 1.72%
Emerging Markets Bond PCY PowerShares Emerging Mkts Sovereign Debt 94% 1 60 0 0.5% 6.7%
US EQUITY
LARGE VALUE DVY DVY (iShares Dow Jones Select Dividend Index) 100% 1 60 0 0.38% 3.84%
LARGE BLEND SPY SPY (SPDR S&P 500) 100% 1 60 0 0.09% 1.3%
MID-CAP BLEND MDY MDY (MidCap SPDRs) 100% 1 60 0 0.24% 1.16%
SMALL BLEND IWM IWM (iShares Russell 2000 Index) 99% 1 60 0 0.19% 1.33%
LARGE GROWTH IWF IWF (iShares Russell 1000 Growth Index) 99% 1 60 0 0.19% 0.61%
LARGE VALUE DIA DIA (DIAMONDS Trust Series 1) 99% 1 60 0 0.16% 1.74%
LARGE VALUE IWD IWD (iShares Russell 1000 Value Index) 98% 1 60 0 0.19% 1.95%
LARGE GROWTH QQQ PowerShares QQQ 98% 1 60 0 0.2% 0.54%
LARGE BLEND KLD iShares MSCI USA ESG Select Index 0% 1 60 0 0.5% 0%
Average Expense Ratio: 0.25%
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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 3.4% 13.7% 5.0% 7.6% 5.1% 7.1%

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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.


Other Related Portfolios YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
ING ShareBuilder 401K Balanced Model Portfolio 5.5% 17.5% 3.8% 7.0% 5.9%
Description
The plan consists of 21 funds. It covers 6 major asset classes and 18 minor asset classes. The major asset classes it covers are Fixed Income, Commodity, US Equity, Foreign Equity, REITs and Emerging Market Equity.

ShareBuilder 401K is designed for small businesses. It's goal is for low cost and affordable. It is sponsored jointly by ING Direct and ShareBuilder, a discount brokerage. Costco recently launched a Costco ShareBuilder 401k plan that has become popular among small businesses.

The investment choices could be obtained from this model portfolio document.

Users are encouraged to compare ShareBuilder's suggested balanced model portfolio with the following MyPlanIQ's moderate portfolios. The suggested balanced model portfolio has the following allocation:


iShares Russell 1000 Value Index Fund (IWD)    28%
iShares Russell 1000 Growth Index Fund (IWF)   21%
iShares Russell 2000 Index Fund (IWM)                 4%
iShares MSCI EAFE Index Fund (EFA)                     3%
iShares Barclays TIPS Bond (TIP)                          17%
iShares Barclays Aggregate Bond (AGG)                27%

 



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