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My_Ivy_Plan

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Tips: Only the pre-defined plans, like 401K, 403B and 529, will get approval. For expert users, they may create any kind of plans for their own use.

Investment Menu Rating:

Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate RWX RWX
REAL ESTATE VNQ VNQ
Emerging Market
DIVERSIFIED EMERGING MKTS EWX EWX
DIVERSIFIED EMERGING MKTS VWO VWO
INTERNATIONAL EQUITY
Foreign Large Blend VEU VEU
FOREIGN SMALL/MID GROWTH VSS VSS
COMMODITIES
Commodities Agriculture DBA DBA
Commodities Industrial Metals DBB DBB
Commodities Energy DBE DBE
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate RWX RWX
REAL ESTATE VNQ VNQ
Emerging Market
DIVERSIFIED EMERGING MKTS EWX EWX
DIVERSIFIED EMERGING MKTS VWO VWO
INTERNATIONAL EQUITY
Foreign Large Blend VEU VEU
FOREIGN SMALL/MID GROWTH VSS VSS
COMMODITIES
Commodities Agriculture DBA DBA
Commodities Industrial Metals DBB DBB
Commodities Energy DBE DBE
Commodities Precious Metals DBP DBP
Others
Industrials IGF IGF
Natural Resources WOOD WOOD
ROOT CASH CASH
FIXED INCOME
Intermediate-Term Bond BND BND
Short-Term Bond BSV BSV
WORLD BOND BWX BWX
Inflation-Protected Bond TIP TIP
WORLD BOND WIP WIP
Emerging Markets Bond ESD ESD
US EQUITY
SMALL BLEND VB VB
LARGE BLEND VOO VOO
MID-CAP BLEND VO VO
Total Available Funds: 22
  • 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
Global Real Estate RWX RWX 98% 3 60 0 0.59% 3.83%
REAL ESTATE VNQ VNQ 95% 3 60 0 0.12% 3.94%
Emerging Market
DIVERSIFIED EMERGING MKTS EWX EWX 98% 3 60 0 0.65% 2.19%
DIVERSIFIED EMERGING MKTS VWO VWO 97% 3 60 0 0.08% 3.2%
INTERNATIONAL EQUITY
Foreign Large Blend VEU VEU 97% 3 60 0 0.08% 3.15%
FOREIGN SMALL/MID GROWTH VSS VSS 41% 3 60 0 0.07% 3.25%
COMMODITIES
Commodities Agriculture DBA DBA 99% 3 60 0 0.85% 4.53%
Commodities Industrial Metals DBB DBB 98% 3 60 0 0.75% 4.81%
Commodities Energy DBE DBE 96% 3 60 0 0.75% 5.78%
Commodities Precious Metals DBP DBP 95% 3 60 0 0.75% 4.47%
Others
Industrials IGF IGF 88% 3 60 0 0.41% 1.72%
Natural Resources WOOD WOOD 80% 3 60 0 0.42% 0.42%
ROOT CASH CASH 0% 3 60 0 NA 2.6%
FIXED INCOME
Intermediate-Term Bond BND BND 99% 3 60 0 0.15% 3.8%
Short-Term Bond BSV BSV 99% 3 60 0 0.07% 3.69%
WORLD BOND BWX BWX 98% 3 60 0 0.35% 2.02%
Inflation-Protected Bond TIP TIP 97% 3 60 0 0.19% 2.49%
WORLD BOND WIP WIP 96% 3 60 0 0.5% 5.65%
Emerging Markets Bond ESD ESD 0% 3 60 0 NA 1.35%
US EQUITY
SMALL BLEND VB VB 96% 3 60 0 0.03% 1.45%
LARGE BLEND VOO VOO 21% 3 60 0 0.03% 1.4%
MID-CAP BLEND VO VO 6% 3 60 0 0.04% 1.74%
Average Expense Ratio: 0.34%
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