MyPlanIQ SmartMoneyIQ Managers
Other than indicated, performance data are based on closing prices on last Friday
The following tables are derived by MyPlanIQ SmartMoneyIQ tool. The percentage on each column reflects a portfolio's correlation coefficient
with the asset class benchmark for that column (the sum of all correlation coefficients is 1). These percentages reflect the portfolio's behavior
with respect to asset classes. They are not necessarily the actual asset allocations of a fund.
U.S. Allocation Fund Managers
Global Allocation Fund Managers
Fixed Income Fund Managers
2020-12-24
|
54.0
|
45.9
|
0.2
|
2020-12-31
|
84.1
|
15.9
|
-0.0
|
2021-01-08
|
100.0
|
0.0
|
0.0
|
2021-01-15
|
100.0
|
0.0
|
0.0
|
2020-12-24
|
10.7
|
-0.0
|
89.3
|
2020-12-31
|
20.1
|
0.0
|
79.9
|
2021-01-08
|
25.9
|
0.0
|
74.1
|
2021-01-15
|
25.9
|
-0.0
|
74.1
|
2020-12-24
|
39.9
|
0.0
|
60.1
|
2020-12-31
|
43.6
|
0.0
|
56.4
|
2021-01-08
|
25.9
|
25.2
|
48.9
|
2021-01-15
|
8.0
|
39.7
|
52.3
|
2020-12-24
|
50.8
|
0.9
|
48.3
|
2020-12-31
|
50.1
|
0.0
|
49.9
|
2021-01-08
|
24.5
|
25.8
|
49.7
|
2021-01-15
|
8.1
|
41.0
|
50.9
|
2020-12-24
|
14.8
|
31.5
|
-0.0
|
9.1
|
3.2
|
1.5
|
39.9
|
2020-12-31
|
20.2
|
29.5
|
0.0
|
3.0
|
4.6
|
0.0
|
42.6
|
2021-01-08
|
4.0
|
33.5
|
0.0
|
0.0
|
0.0
|
10.5
|
52.0
|
2021-01-15
|
23.9
|
25.4
|
-0.0
|
0.0
|
0.0
|
0.0
|
50.7
|
2020-12-24
|
14.6
|
-0.0
|
85.4
|
2020-12-31
|
14.0
|
0.0
|
86.0
|
2021-01-08
|
3.9
|
0.0
|
96.1
|
2021-01-15
|
5.8
|
0.0
|
94.2
|
2020-12-24
|
37.1
|
0.0
|
11.2
|
51.7
|
2020-12-31
|
35.4
|
-0.0
|
11.0
|
53.7
|
2021-01-08
|
41.9
|
0.0
|
0.3
|
57.8
|
2021-01-15
|
43.3
|
0.0
|
0.0
|
56.7
|
2020-12-24
|
21.0
|
17.3
|
61.7
|
2020-12-31
|
6.6
|
32.2
|
61.2
|
2021-01-08
|
37.0
|
0.0
|
63.0
|
2021-01-15
|
0.0
|
36.6
|
63.4
|
2020-12-24
|
0.0
|
53.8
|
-0.0
|
46.2
|
0.0
|
2020-12-31
|
-0.0
|
55.8
|
-0.0
|
44.2
|
0.0
|
2021-01-08
|
6.4
|
46.8
|
-0.0
|
42.9
|
3.9
|
2021-01-15
|
9.9
|
49.0
|
0.0
|
37.2
|
4.0
|
2020-12-24
|
17.6
|
26.0
|
0.0
|
53.0
|
3.4
|
2020-12-31
|
4.3
|
31.4
|
0.0
|
45.1
|
19.3
|
2021-01-08
|
26.9
|
15.2
|
0.0
|
37.3
|
20.5
|
2021-01-15
|
38.9
|
0.6
|
0.0
|
39.5
|
21.1
|
2020-12-24
|
21.7
|
8.5
|
7.7
|
31.2
|
30.9
|
2020-12-31
|
17.5
|
0.6
|
17.7
|
38.4
|
25.8
|
2021-01-08
|
8.6
|
18.8
|
6.1
|
35.1
|
31.5
|
2021-01-15
|
11.2
|
11.9
|
9.5
|
35.8
|
31.5
|
2020-12-24
|
23.8
|
14.5
|
0.0
|
28.4
|
33.3
|
2020-12-31
|
19.4
|
13.0
|
0.5
|
30.9
|
36.2
|
2021-01-08
|
0.0
|
19.6
|
13.5
|
39.5
|
27.4
|
2021-01-15
|
21.1
|
24.0
|
1.0
|
22.2
|
31.8
|
2020-12-24
|
8.7
|
44.4
|
15.5
|
15.8
|
15.6
|
2020-12-31
|
3.9
|
38.0
|
22.8
|
15.2
|
20.1
|
2021-01-08
|
37.1
|
44.0
|
-0.0
|
0.0
|
19.0
|
2021-01-15
|
29.4
|
51.5
|
0.0
|
2.8
|
16.3
|
2020-12-24
|
9.1
|
6.5
|
28.6
|
10.9
|
44.9
|
2020-12-31
|
10.9
|
0.0
|
30.9
|
16.2
|
41.9
|
2021-01-08
|
0.0
|
-0.0
|
39.7
|
21.2
|
39.1
|
2021-01-15
|
0.0
|
-0.0
|
39.5
|
20.3
|
40.2
|
2020-12-24
|
0.0
|
9.9
|
-0.0
|
54.7
|
35.3
|
2020-12-31
|
-0.0
|
11.3
|
-0.0
|
50.1
|
38.6
|
2021-01-08
|
2.1
|
19.3
|
0.0
|
49.3
|
29.2
|
2021-01-15
|
38.1
|
0.0
|
-0.0
|
28.2
|
33.7
|
2020-12-24
|
26.0
|
4.6
|
12.3
|
10.9
|
46.1
|
2020-12-31
|
34.1
|
0.0
|
12.9
|
13.1
|
39.9
|
2021-01-08
|
63.0
|
0.0
|
0.0
|
4.0
|
33.0
|
2021-01-15
|
-0.0
|
53.6
|
0.0
|
26.2
|
20.2
|
2020-12-24
|
0.0
|
36.0
|
-0.0
|
53.8
|
10.2
|
2020-12-31
|
0.0
|
30.2
|
0.0
|
48.8
|
21.1
|
2021-01-08
|
-0.0
|
44.1
|
-0.0
|
55.9
|
0.0
|
2021-01-15
|
24.4
|
27.0
|
-0.0
|
46.3
|
2.3
|
2020-12-24
|
3.1
|
50.8
|
0.0
|
38.0
|
8.1
|
2020-12-31
|
1.9
|
44.7
|
3.0
|
42.4
|
8.0
|
2021-01-08
|
8.2
|
44.1
|
0.0
|
38.3
|
9.4
|
2021-01-15
|
36.4
|
22.0
|
0.0
|
25.8
|
15.8
|
2020-12-24
|
0.0
|
26.8
|
-0.0
|
43.3
|
29.9
|
2020-12-31
|
14.2
|
16.2
|
-0.0
|
42.7
|
27.0
|
2021-01-08
|
36.9
|
1.2
|
-0.0
|
31.3
|
30.6
|
2021-01-15
|
41.2
|
-0.0
|
-0.0
|
28.6
|
30.1
|
2020-12-24
|
0.0
|
77.7
|
22.3
|
0.0
|
-0.0
|
2020-12-31
|
-0.0
|
73.8
|
26.2
|
0.0
|
-0.0
|
2021-01-08
|
0.0
|
48.1
|
48.6
|
0.0
|
3.3
|
2021-01-15
|
0.0
|
43.0
|
53.7
|
0.0
|
3.3
|
2020-12-24
|
0.0
|
27.6
|
0.0
|
24.4
|
22.2
|
25.7
|
2020-12-31
|
0.0
|
26.7
|
0.0
|
26.2
|
23.0
|
24.1
|
2021-01-08
|
11.3
|
43.0
|
0.0
|
4.8
|
14.9
|
25.9
|
2021-01-15
|
11.3
|
27.1
|
0.0
|
17.2
|
18.4
|
25.9
|
2020-12-24
|
0.0
|
0.0
|
29.2
|
21.7
|
49.1
|
2020-12-31
|
-0.0
|
-0.0
|
30.6
|
21.4
|
48.0
|
2021-01-08
|
12.8
|
20.3
|
0.0
|
16.5
|
50.5
|
2021-01-15
|
23.1
|
13.5
|
0.0
|
12.7
|
50.7
|
2020-12-24
|
6.7
|
36.7
|
0.0
|
36.3
|
20.3
|
2020-12-31
|
4.9
|
29.6
|
7.7
|
39.0
|
18.8
|
2021-01-08
|
20.7
|
26.9
|
0.0
|
28.1
|
24.2
|
2021-01-15
|
24.1
|
30.0
|
0.0
|
20.5
|
25.4
|
2020-12-24
|
0.0
|
0.0
|
0.0
|
-0.0
|
0.0
|
0.0
|
17.4
|
-0.0
|
72.2
|
10.4
|
2020-12-31
|
2.1
|
0.0
|
0.0
|
-0.0
|
5.5
|
0.0
|
14.5
|
0.0
|
67.6
|
10.4
|
2021-01-08
|
0.0
|
-0.0
|
4.0
|
35.8
|
0.6
|
7.4
|
9.1
|
0.0
|
40.1
|
3.0
|
2021-01-15
|
0.0
|
-0.0
|
0.0
|
41.9
|
4.7
|
8.3
|
8.4
|
0.0
|
34.6
|
2.1
|
2020-12-24
|
23.8
|
-0.0
|
19.8
|
0.0
|
0.0
|
53.1
|
-0.0
|
0.0
|
0.0
|
3.3
|
2020-12-31
|
19.7
|
-0.0
|
22.6
|
0.0
|
0.0
|
53.2
|
-0.0
|
-0.0
|
-0.0
|
4.5
|
2021-01-08
|
4.0
|
2.1
|
36.2
|
0.0
|
-0.0
|
35.7
|
-0.0
|
10.1
|
0.0
|
12.0
|
2021-01-15
|
0.0
|
0.0
|
20.6
|
5.1
|
5.0
|
0.0
|
3.1
|
0.0
|
57.0
|
9.2
|
2020-12-24
|
1.9
|
0.0
|
37.9
|
0.0
|
0.0
|
-0.0
|
10.7
|
31.0
|
18.4
|
-0.0
|
2020-12-31
|
3.7
|
0.0
|
41.7
|
0.0
|
-0.0
|
0.0
|
10.4
|
36.2
|
8.0
|
-0.0
|
2021-01-08
|
7.7
|
-0.0
|
40.6
|
0.0
|
0.0
|
21.5
|
0.0
|
30.1
|
-0.0
|
-0.0
|
2021-01-15
|
7.6
|
0.0
|
36.3
|
0.0
|
-0.0
|
4.6
|
-0.0
|
4.5
|
47.0
|
0.0
|
2020-12-24
|
11.0
|
4.8
|
42.7
|
0.0
|
-0.0
|
41.5
|
0.0
|
0.0
|
0.0
|
0.0
|
2020-12-31
|
8.4
|
10.0
|
40.2
|
-0.0
|
0.0
|
41.4
|
0.0
|
-0.0
|
0.0
|
0.0
|
2021-01-08
|
3.0
|
2.5
|
46.9
|
0.0
|
-0.0
|
47.6
|
0.0
|
0.0
|
-0.0
|
0.0
|
2021-01-15
|
-0.0
|
12.2
|
30.4
|
0.0
|
-0.0
|
47.1
|
-0.0
|
7.5
|
2.8
|
0.0
|
2020-12-24
|
8.5
|
58.1
|
22.3
|
-0.0
|
-0.0
|
1.5
|
0.0
|
0.0
|
9.7
|
0.0
|
2020-12-31
|
13.6
|
58.7
|
14.0
|
0.0
|
0.0
|
13.7
|
0.0
|
0.0
|
0.0
|
0.0
|
2021-01-08
|
36.9
|
0.0
|
30.9
|
-0.0
|
-0.0
|
32.2
|
0.0
|
0.0
|
0.0
|
-0.0
|
2021-01-15
|
44.1
|
0.0
|
25.2
|
0.0
|
0.0
|
30.6
|
-0.0
|
0.0
|
0.0
|
0.0
|
2020-12-24
|
42.9
|
41.8
|
0.0
|
0.0
|
-0.0
|
-0.0
|
-0.0
|
15.3
|
-0.0
|
0.0
|
2020-12-31
|
44.0
|
37.5
|
0.0
|
0.0
|
-0.0
|
0.0
|
-0.0
|
18.4
|
0.0
|
0.0
|
2021-01-08
|
21.2
|
18.0
|
13.1
|
-0.0
|
0.0
|
0.0
|
0.0
|
47.7
|
0.0
|
-0.0
|
2021-01-15
|
30.3
|
0.0
|
42.0
|
0.0
|
0.0
|
0.0
|
0.0
|
27.7
|
0.0
|
-0.0
|
2020-12-24
|
1.9
|
0.0
|
0.0
|
23.3
|
-0.0
|
16.6
|
6.9
|
21.4
|
22.5
|
7.4
|
2020-12-31
|
0.3
|
0.0
|
0.0
|
30.4
|
0.0
|
14.6
|
7.4
|
27.8
|
14.9
|
4.7
|
2021-01-08
|
-0.0
|
-0.0
|
0.0
|
36.2
|
7.8
|
13.3
|
0.0
|
0.0
|
37.9
|
4.8
|
2021-01-15
|
-0.0
|
0.5
|
-0.0
|
53.0
|
8.6
|
0.0
|
-0.0
|
0.0
|
37.0
|
0.9
|
2020-12-24
|
2.5
|
0.0
|
0.0
|
27.8
|
6.7
|
-0.0
|
30.0
|
0.0
|
32.9
|
0.1
|
2020-12-31
|
1.3
|
-0.0
|
0.0
|
27.8
|
1.9
|
0.0
|
33.7
|
0.0
|
35.3
|
0.0
|
2021-01-08
|
0.0
|
-0.0
|
15.0
|
47.3
|
-0.0
|
5.6
|
23.1
|
0.0
|
6.5
|
2.5
|
2021-01-15
|
0.0
|
6.5
|
20.6
|
26.5
|
0.0
|
0.0
|
5.9
|
0.0
|
27.0
|
13.5
|
2020-12-24
|
0.8
|
-0.0
|
0.0
|
29.1
|
5.8
|
9.2
|
7.3
|
26.7
|
18.0
|
3.2
|
2020-12-31
|
0.1
|
0.3
|
-0.0
|
39.1
|
0.4
|
11.4
|
12.6
|
36.0
|
0.0
|
0.0
|
2021-01-08
|
-0.0
|
-0.0
|
-0.0
|
5.3
|
0.0
|
20.2
|
14.0
|
16.7
|
33.7
|
10.1
|
2021-01-15
|
0.0
|
9.9
|
0.0
|
19.6
|
0.0
|
16.7
|
7.6
|
3.4
|
34.6
|
8.1
|
2020-12-24
|
9.0
|
4.5
|
28.6
|
0.0
|
0.0
|
13.8
|
0.0
|
-0.0
|
44.0
|
-0.0
|
2020-12-31
|
0.4
|
10.2
|
25.9
|
0.0
|
-0.0
|
0.0
|
-0.0
|
0.0
|
63.5
|
-0.0
|
2021-01-08
|
0.0
|
-0.0
|
26.5
|
-0.0
|
0.0
|
2.7
|
0.0
|
11.1
|
59.7
|
0.0
|
2021-01-15
|
0.0
|
0.0
|
12.9
|
-0.0
|
-0.0
|
0.0
|
-0.0
|
0.0
|
87.1
|
0.0
|
2020-12-24
|
16.8
|
-0.0
|
-0.0
|
0.0
|
-0.0
|
11.6
|
0.9
|
70.7
|
0.0
|
0.0
|
2020-12-31
|
24.8
|
0.0
|
0.3
|
-0.0
|
0.0
|
21.7
|
0.0
|
53.2
|
-0.0
|
0.0
|
2021-01-08
|
32.2
|
-0.0
|
2.8
|
12.2
|
0.0
|
14.6
|
-0.0
|
38.2
|
0.0
|
-0.0
|
2021-01-15
|
38.2
|
0.0
|
11.1
|
0.0
|
0.0
|
2.2
|
-0.0
|
48.5
|
-0.0
|
0.0
|
2020-12-24
|
0.8
|
6.6
|
0.0
|
16.1
|
0.0
|
2.5
|
0.2
|
0.0
|
69.1
|
4.7
|
2020-12-31
|
1.6
|
5.5
|
0.0
|
8.7
|
0.0
|
9.3
|
0.0
|
0.0
|
69.2
|
5.7
|
2021-01-08
|
7.1
|
0.0
|
0.0
|
23.6
|
-0.0
|
20.7
|
-0.0
|
-0.0
|
48.6
|
0.0
|
2021-01-15
|
5.3
|
-0.0
|
0.0
|
29.6
|
0.0
|
7.3
|
0.0
|
0.0
|
57.8
|
0.0
|
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