MyPlanIQ Major Brokerage Investor MPIQ Core Asset Mutual Funds

MPIQ Core Asset Mutual Funds

Investment Menu Rating:

Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate VGSIX Vanguard REIT Index Inv
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY VGTSX Vanguard Total Intl Stock Index Inv
FIXED INCOME
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Intermediate-Term Bond PDBZX Prudential Total Return Bond Z
US EQUITY
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate VGSIX Vanguard REIT Index Inv
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY VGTSX Vanguard Total Intl Stock Index Inv
FIXED INCOME
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Intermediate-Term Bond PDBZX Prudential Total Return Bond Z
Intermediate-Term Bond TGMNX TCW Total Return Bond N
Intermediate-Term Bond PTTAX PIMCO Total Return A
Intermediate-Term Bond PBDAX PIMCO Investment Grade Corp Bd A
Multisector Bond LSBRX Loomis Sayles Bond Retail
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N
Intermediate-Term Bond WABRX Western Asset Core Bond R
Multisector Bond PONAX PIMCO Income A
US EQUITY
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv
Total Available Funds: 14
  • 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
US Real Estate VGSIX Vanguard REIT Index Inv 81% 3 60 0 0.12% 2.2%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx 99% 3 60 0 0.08% 0.6%
INTERNATIONAL EQUITY
INTERNATIONAL EQUITY VGTSX Vanguard Total Intl Stock Index Inv 16% 3 60 0 0.08% 1.21%
FIXED INCOME
Intermediate Government VFITX Vanguard Interm-Term Treasury Inv 97% 3 60 0 0.2% 2.71%
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M 89% 3 60 0 0.52% 2.51%
Intermediate-Term Bond PDBZX Prudential Total Return Bond Z 83% 3 60 0 1.01% 3.23%
Intermediate-Term Bond TGMNX TCW Total Return Bond N 66% 3 60 0 0.7% 3.74%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 2.61%
Intermediate-Term Bond PBDAX PIMCO Investment Grade Corp Bd A 58% 3 60 0 0.61% 2.39%
Multisector Bond LSBRX Loomis Sayles Bond Retail 55% 3 60 0 1.15% 3.81%
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N 33% 3 60 0 0.73% 3.33%
Intermediate-Term Bond WABRX Western Asset Core Bond R 14% 3 60 0 0.42% 3.05%
Multisector Bond PONAX PIMCO Income A 12% 3 60 0 0.51% 3.93%
US EQUITY
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv 94% 3 60 0 0.03% 0.67%
Average Expense Ratio: 0.5%
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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 2.3% 9.8% 3.8% 4.9% 4.9% 6.6%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 2.4% 10.2% 4.4% 5.2% 5.0% 6.7%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 2.4% 12.9% 4.7% 6.5% 5.0% 6.4%

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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 for Portfolio Details or Follow 2.5% 9.1% 0.8% 3.2% 4.0% 6.5%

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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 11 minor asset classes. The major asset classes it covers are Fixed Income, Emerging Market Equity, REITs, Foreign Equity and US Equity.

This plan consists of six well chosen ETFs for major asset classes. The criteria are based on MyPlanIQ's investment choice ranking methodology. Please notice that since some of ETFs have short history, historical performance before 2007 is not very meaningful.

 



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