MyPlanIQ 529 Plan

529 Plan

This Plan is unrated.
Investment Options
Total Available Funds: 4
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VTIAX vtiax
FIXED INCOME
Inflation-Protected Bond VAIPX vaipx
US EQUITY
LARGE BLEND VTSAX vtsax
SMALL BLEND VSMAX vsmax
Total Available Funds: 4
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VTIAX vtiax
FIXED INCOME
Inflation-Protected Bond VAIPX vaipx
US EQUITY
LARGE BLEND VTSAX vtsax
SMALL BLEND VSMAX vsmax
Total Available Funds: 4
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend VTIAX vtiax 29% 3 60 0 0.07% 3.3%
FIXED INCOME
Inflation-Protected Bond VAIPX vaipx 91% 3 60 0 0.07% 4.34%
US EQUITY
LARGE BLEND VTSAX vtsax 81% 3 60 0 0.03% 1.34%
SMALL BLEND VSMAX vsmax 80% 3 60 0 0.05% 1.54%
Average Expense Ratio: 0.06%
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Model Portfolios

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 4 funds, some of them are: VTSAX, VTIAX, VAIPX, VSMAX .


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