MyPlanIQ
Major Brokerage Investor
Five Core Asset Index Funds
Investment Options
| Total Available Funds: | 5 |
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| Total Available Funds: | 5 |
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| Total Available Funds: | 5 |
- 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 | ||||||||||||||||||
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Average Expense Ratio: 0.09%
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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* |
|
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Click for Portfolio Details or Follow | -0.2% | 8.2% | 2.2% | 5.2% | 5.0% | 5.8% |
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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* |
|
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Click for Portfolio Details or Follow | -0.1% | 8.4% | 0.9% | 4.5% | 5.0% | 5.9% |
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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 | 0.5% | 10.2% | 3.6% | 6.5% | 6.0% | 7.6% |
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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* |
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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.
** 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.
| Other Related Portfolios | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
| Five Core Asset Index Funds Tactical Asset Allocation Most Aggressive | -3.6% | 7.0% | 6.5% | 11.0% | 7.8% |
Description
The plan consists of 5 funds. It covers 5 major asset classes and 5 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, REITs and Fixed Income.
This plan consists of five Vanguard low cost index funds for major asset classes. The purpose of this plan is to illustrate the 'Simpler Is Better' (SIB) concept. Compared with Six Core Asset Index Funds, this plan does not have commodity asset, which is rare in most retirement 401k plans. It is used as a plan benchmark for MyPlanIQ's plan ranking. Please beaware that for the purpose of benchmarking, all of redemption periods are set to be one month (30 days).
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