MyPlanIQ DEMerrill

DEMerrill

Investment Menu Rating:

Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSLX Vanguard REIT Index Adm
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index
Others
ROOT CASH VMMXX VG Prime Money
FIXED INCOME
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
High Yield Bond VWEAX Vanguard High-Yield Corporate Adm
Short-Term Bond VFSUX Vanguard Short-Term Investment-Grade Adm
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index
SMALL VALUE VBR Vanguard Small Cap Value ETF
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm
Total Available Funds: 10
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSLX Vanguard REIT Index Adm
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index
Others
ROOT CASH VMMXX VG Prime Money
FIXED INCOME
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm
High Yield Bond VWEAX Vanguard High-Yield Corporate Adm
Short-Term Bond VFSUX Vanguard Short-Term Investment-Grade Adm
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index
SMALL VALUE VBR Vanguard Small Cap Value ETF
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm
Total Available Funds: 10
  • 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
REAL ESTATE VGSLX Vanguard REIT Index Adm 51% 3 60 0 0.12% 3.8%
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index 16% 3 60 0 0.08% 3.12%
Others
ROOT CASH VMMXX VG Prime Money 0% 1 60 0 NA 2.6%
FIXED INCOME
Inflation-Protected Bond VAIPX Vanguard Inflation-Protected Secs Adm 91% 3 60 0 0.07% 3.97%
High Yield Bond VWEAX Vanguard High-Yield Corporate Adm 85% 3 60 0 0.13% 5.8%
Short-Term Bond VFSUX Vanguard Short-Term Investment-Grade Adm 83% 3 60 0 0.2% 3.31%
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm 0% 3 60 0 0.15% 3.46%
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index 100% 3 60 0 0.06% 2%
SMALL VALUE VBR Vanguard Small Cap Value ETF 98% 1 60 0 0.06% 2.12%
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm 80% 3 60 0 0.03% 1.37%
Average Expense Ratio: 0.1%
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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 2.2% 8.8% 1.9% 4.8% 4.7% 5.9%

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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 to Create Model Portfolio

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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 0.2% 4.8% 1.7% 7.5% 6.1% 7.5%

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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 10 funds. It covers 4 major asset classes and 8 minor asset classes. The major asset classes it covers are US Equity, REITs, Foreign Equity and Fixed Income.

This plan was created based on a user's request.



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