MyPlanIQ Major Brokerage Investor Global Stock Market ETFs

Global Stock Market ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EZA EZA
Latin America Stock EWW EWW
Latin America Stock EWZ EWZ
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK FXI FXI
PACIFIC/ASIA EX-JAPAN STK EWH EWH
Foreign Large Value EWC EWC
Others
EQUITY INP INP
ROOT CASH CASH
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EZA EZA
Latin America Stock EWW EWW
Latin America Stock EWZ EWZ
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK FXI FXI
PACIFIC/ASIA EX-JAPAN STK EWH EWH
Foreign Large Value EWC EWC
PACIFIC/ASIA EX-JAPAN STK EWT EWT
EUROPE STOCK EWQ EWQ
EUROPE STOCK EWN EWN
EUROPE STOCK EWG EWG
EUROPE STOCK EWL EWL
EUROPE STOCK EWI EWI
EUROPE STOCK EWU EWU
EUROPE STOCK EWK EWK
EUROPE STOCK EWO EWO
PACIFIC/ASIA EX-JAPAN STK EWS EWS
PACIFIC/ASIA EX-JAPAN STK EWY EWY
PACIFIC/ASIA EX-JAPAN STK EWA EWA
PACIFIC/ASIA EX-JAPAN STK EWM EWM
EUROPE STOCK EWP EWP
JAPAN STOCK EWJ EWJ
EUROPE STOCK RSX RSX
Others
EQUITY INP INP
ROOT CASH CASH
Total Available Funds: 24
  • 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 EZA EZA 70% 1 60 0 0.59% 3.17%
Latin America Stock EWW EWW 56% 1 60 0 0.5% 2.27%
Latin America Stock EWZ EWZ 52% 1 60 0 0.59% 5.98%
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK FXI FXI 90% 1 60 0 0.74% 3.24%
PACIFIC/ASIA EX-JAPAN STK EWH EWH 88% 1 60 0 0.5% 4.54%
Foreign Large Value EWC EWC 87% 1 60 0 0.5% 2.26%
PACIFIC/ASIA EX-JAPAN STK EWT EWT 86% 1 60 0 0.59% 3.55%
EUROPE STOCK EWQ EWQ 85% 1 60 0 0.5% 2.66%
EUROPE STOCK EWN EWN 84% 1 60 0 0.5% 1.68%
EUROPE STOCK EWG EWG 82% 1 60 0 0.5% 2.49%
EUROPE STOCK EWL EWL 80% 1 60 0 0.5% 2.18%
EUROPE STOCK EWI EWI 79% 1 60 0 0.5% 3.25%
EUROPE STOCK EWU EWU 77% 1 60 0 0.5% 4.2%
EUROPE STOCK EWK EWK 75% 1 60 0 0.5% 2.17%
EUROPE STOCK EWO EWO 74% 1 60 0 0.5% 5.94%
PACIFIC/ASIA EX-JAPAN STK EWS EWS 72% 1 60 0 0.5% 6.82%
PACIFIC/ASIA EX-JAPAN STK EWY EWY 69% 1 60 0 0.59% 2.55%
PACIFIC/ASIA EX-JAPAN STK EWA EWA 62% 1 60 0 0.5% 3.78%
PACIFIC/ASIA EX-JAPAN STK EWM EWM 59% 1 60 0 0.5% 3.4%
EUROPE STOCK EWP EWP 57% 1 60 0 0.5% 2.83%
JAPAN STOCK EWJ EWJ 32% 1 60 0 0.5% 1.88%
EUROPE STOCK RSX RSX 0% 1 60 0 0.61% 0.53%
Others
EQUITY INP INP 76% 1 60 0 0.89% 0%
ROOT CASH CASH 0% 1 60 0 NA 4.14%
Average Expense Ratio: 0.55%
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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 1.5% 11.2% 3.1% 3.0% 1.2% 2.6%

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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 24 funds. It covers 3 major asset classes and 7 minor asset classes. The major asset classes it covers are Foreign Equity, Emerging Market Equity and US Equity.


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