MyPlanIQ TIP AllW ETFs

TIP AllW ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 79
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM eem
DIVERSIFIED EMERGING MKTS VWO VWO
Latin America Stock ILF ilf
REAL ESTATE
US Real Estate IYR IYR
US Real Estate VNQ vnq
Global Real Estate VNQI vnqi
INTERNATIONAL EQUITY
EUROPE STOCK EZU ezu
Foreign Large Blend EFA efa
Foreign Large Value EFV efv
Total Available Funds: 79
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM eem
DIVERSIFIED EMERGING MKTS VWO VWO
Latin America Stock ILF ilf
DIVERSIFIED EMERGING MKTS IEMG iemg
DIVERSIFIED EMERGING MKTS FM fm
REAL ESTATE
US Real Estate IYR IYR
US Real Estate VNQ vnq
Global Real Estate VNQI vnqi
REAL ESTATE SCHH schh
US Real Estate SRVR srvr
US Real Estate XLRE xlre
INTERNATIONAL EQUITY
EUROPE STOCK EZU ezu
Foreign Large Blend EFA efa
Foreign Large Value EFV efv
Foreign Large Growth EFG efg
Foreign Large Blend VEA VEA
EUROPE STOCK VGK vgk
Foreign Small/Mid Blend SCZ scz
PACIFIC/ASIA EX-JAPAN STK EPP epp
DIVERSIFIED PACIFIC/ASIA VPL vpl
Foreign Large Blend IEFA iefa
COMMODITIES
Commodities Agriculture DBA DBA
Commodities Industrial Metals DBB DBB
Commodities Energy DBE DBE
Others
Equity Energy XLE XLE
Utilities XLU XLU
Financial XLF XLF
Health XLV XLV
Consumer Cyclical XLY XLY
Industrials XLI XLI
Technology XLK XLK
Natural Resources XLB XLB
EQUITY PRECIOUS METALS GDX GDX
Consumer Cyclical ITB ITB
Health IBB IBB
MISCELLANEOUS SECTOR PHO PHO
Consumer Defensive XLP XLP
Financial KIE KIE
Technology FDN FDN
Technology IGV IGV
Health IHF IHF
Health IHI IHI
Industrials ITA ITA
Financial KRE KRE
Consumer Defensive PBJ PBJ
MISCELLANEOUS SECTOR PBW PBW
Equity Energy XES XES
Natural Resources XME XME
Equity Energy XOP XOP
Consumer Cyclical XRT XRT
Technology SOXX SOXX
SECTOR EQUITY XLC XLC
ROOT CASH cash
FIXED INCOME
LONG GOVERNMENT IEF IEF
Intermediate-Term Bond AGG AGG
Intermediate-Term Bond BND BND
Muni National Interm MUB mub
Intermediate Government IEI IEI
WORLD BOND BWX BWX
SHORT GOVERNMENT SHY SHY
High Yield Bond HYG HYG
Emerging Markets Bond EMB EMB
LONG GOVERNMENT TLT TLT
Ultra Short Government BIL bil
Intermediate-Term Bond VCIT vcit
Intermediate-Term Bond VMBS vmbs
Intermediate-Term Bond BOND BOND
High Yield Muni HYD hyd
Intermediate-Term Bond TOTL totl
Intermediate-Term Bond FBND fbnd
Intermediate-Term Bond FIXD fixd
ULTRASHORT BOND TFLO tflo
US EQUITY
MID-CAP VALUE DVY DVY
LARGE BLEND SPY SPY
MID-CAP BLEND MDY MDY
SMALL BLEND IWC IWC
Large Growth QQQ QQQ
SMALL BLEND IJR IJR
LARGE BLEND RSP RSP
Total Available Funds: 79
  • 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 EEM eem 100% 3 60 0 0.7% 2.73%
DIVERSIFIED EMERGING MKTS VWO VWO 97% 3 60 0 0.08% 3.12%
Latin America Stock ILF ilf 10% 3 60 0 0.48% 5.84%
DIVERSIFIED EMERGING MKTS IEMG iemg 3% 3 60 0 0.09% 3.46%
DIVERSIFIED EMERGING MKTS FM fm 3% 3 60 0 0.8% 3.98%
REAL ESTATE
US Real Estate IYR IYR 100% 3 60 0 0.4% 2.54%
US Real Estate VNQ vnq 95% 3 60 0 0.12% 3.9%
Global Real Estate VNQI vnqi 34% 3 60 0 0.12% 4.78%
REAL ESTATE SCHH schh 17% 3 60 0 0.07% 3.02%
US Real Estate SRVR srvr 0% 3 60 0 NA 0.84%
US Real Estate XLRE xlre 0% 3 60 0 NA 3.41%
INTERNATIONAL EQUITY
EUROPE STOCK EZU ezu 100% 3 60 0 0.51% 3.11%
Foreign Large Blend EFA efa 100% 3 60 0 0.33% 3.22%
Foreign Large Value EFV efv 99% 3 60 0 0.34% 4.14%
Foreign Large Growth EFG efg 99% 3 60 0 0.36% 1.72%
Foreign Large Blend VEA VEA 97% 3 60 0 0.05% 3.04%
EUROPE STOCK VGK vgk 95% 3 60 0 0.09% 3.37%
Foreign Small/Mid Blend SCZ scz 95% 3 60 0 0.4% 3.56%
PACIFIC/ASIA EX-JAPAN STK EPP epp 88% 3 60 0 0.48% 2.19%
DIVERSIFIED PACIFIC/ASIA VPL vpl 43% 3 60 0 0.08% 3.09%
Foreign Large Blend IEFA iefa 3% 3 60 0 0.07% 3.49%
COMMODITIES
Commodities Agriculture DBA DBA 99% 3 60 0 0.85% 4.53%
Commodities Industrial Metals DBB DBB 98% 3 60 0 0.75% 4.63%
Commodities Energy DBE DBE 96% 3 60 0 0.75% 5.67%
Others
Equity Energy XLE XLE 97% 3 60 0 0.09% 3.06%
Utilities XLU XLU 97% 3 60 0 0.09% 3.25%
Financial XLF XLF 96% 3 60 0 0.09% 1.67%
Health XLV XLV 96% 3 60 0 0.09% 1.63%
Consumer Cyclical XLY XLY 96% 3 60 0 0.09% 0.96%
Industrials XLI XLI 96% 3 60 0 0.09% 1.54%
Technology XLK XLK 95% 3 60 0 0.09% 0.69%
Natural Resources XLB XLB 95% 3 60 0 0.09% 1.88%
EQUITY PRECIOUS METALS GDX GDX 95% 3 60 0 0.51% 1.06%
Consumer Cyclical ITB ITB 94% 3 60 0 0.4% 1.35%
Health IBB IBB 94% 3 60 0 0.45% 0.27%
MISCELLANEOUS SECTOR PHO PHO 94% 3 60 0 0.6% 0.51%
Consumer Defensive XLP XLP 94% 3 60 0 0.09% 2.57%
Financial KIE KIE 93% 3 60 0 0.35% 1.76%
Technology FDN FDN 93% 3 60 0 0.52% 0%
Technology IGV IGV 88% 3 60 0 0.41% 0%
Health IHF IHF 88% 3 60 0 0.4% 0.83%
Health IHI IHI 88% 3 60 0 0.4% 0.5%
Industrials ITA ITA 87% 3 60 0 0.4% 0.81%
Financial KRE KRE 85% 3 60 0 0.35% 2.81%
Consumer Defensive PBJ PBJ 84% 3 60 0 0.57% 0.65%
MISCELLANEOUS SECTOR PBW PBW 84% 3 60 0 0.62% 1.25%
Equity Energy XES XES 80% 3 60 0 0.35% 0.61%
Natural Resources XME XME 79% 3 60 0 0.35% 0.27%
Equity Energy XOP XOP 79% 3 60 0 0.35% 2.18%
Consumer Cyclical XRT XRT 79% 3 60 0 0.35% 1.4%
Technology SOXX SOXX 27% 3 60 0 0.35% 0.68%
SECTOR EQUITY XLC XLC 0% 3 60 0 0.1% 1.24%
ROOT CASH cash 0% 3 60 0 NA 2.6%
FIXED INCOME
LONG GOVERNMENT IEF IEF 100% 3 60 0 0.15% 3.75%
Intermediate-Term Bond AGG AGG 100% 3 60 0 0.03% 3.84%
Intermediate-Term Bond BND BND 99% 3 60 0 0.15% 3.79%
Muni National Interm MUB mub 99% 3 60 0 0.05% 3.06%
Intermediate Government IEI IEI 98% 3 60 0 0.15% 3.37%
WORLD BOND BWX BWX 98% 3 60 0 0.35% 2.02%
SHORT GOVERNMENT SHY SHY 98% 3 60 0 0.15% 3.98%
High Yield Bond HYG HYG 94% 3 60 0 0.49% 5.92%
Emerging Markets Bond EMB EMB 94% 3 60 0 0.39% 5.64%
LONG GOVERNMENT TLT TLT 91% 3 60 0 0.15% 4.1%
Ultra Short Government BIL bil 83% 3 60 0 0.14% 4.49%
Intermediate-Term Bond VCIT vcit 36% 3 60 0 0.04% 4.58%
Intermediate-Term Bond VMBS vmbs 36% 3 60 0 0.04% 4.15%
Intermediate-Term Bond BOND BOND 31% 3 60 0 0.56% 5.08%
High Yield Muni HYD hyd 27% 3 60 0 0.35% 4.17%
Intermediate-Term Bond TOTL totl 3% 3 60 0 0.55% 5.25%
Intermediate-Term Bond FBND fbnd 3% 3 60 0 0.36% 4.61%
Intermediate-Term Bond FIXD fixd 2% 3 60 0 0.65% 4.45%
ULTRASHORT BOND TFLO tflo 0% 3 60 0 NA 4.56%
US EQUITY
MID-CAP VALUE DVY DVY 100% 3 60 0 0.38% 4.04%
LARGE BLEND SPY SPY 100% 3 60 0 0.09% 1.3%
MID-CAP BLEND MDY MDY 100% 3 60 0 0.24% 1.23%
SMALL BLEND IWC IWC 98% 3 60 0 0.6% 1.12%
Large Growth QQQ QQQ 98% 3 60 0 0.2% 0.59%
SMALL BLEND IJR IJR 97% 3 60 0 0.06% 2.06%
LARGE BLEND RSP RSP 96% 3 60 0 0.2% 1.69%
Average Expense Ratio: 0.31%
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Model Portfolios

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*
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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*
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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*
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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
This plan consists of 79 funds, some of them are: SPY, RSP, MDY, IJR, IWC, QQQ.


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