MyPlanIQ ITA Twenty ETFs

ITA Twenty ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate RWX RWX
REAL ESTATE VNQ VNQ
Emerging Market
DIVERSIFIED EMERGING MKTS PXH PXH
DIVERSIFIED EMERGING MKTS VWO VWO
INTERNATIONAL EQUITY
Foreign Large Blend VEU VEU
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC
Others
Financial VFH VFH
EQUITY PRECIOUS METALS GTU GTU
FIXED INCOME
Intermediate-Term Bond BIV BIV
Intermediate-Term Bond BND BND
Inflation-Protected Bond TIP TIP
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate RWX RWX
REAL ESTATE VNQ VNQ
Emerging Market
DIVERSIFIED EMERGING MKTS PXH PXH
DIVERSIFIED EMERGING MKTS VWO VWO
INTERNATIONAL EQUITY
Foreign Large Blend VEU VEU
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC
Others
Financial VFH VFH
EQUITY PRECIOUS METALS GTU GTU
FIXED INCOME
Intermediate-Term Bond BIV BIV
Intermediate-Term Bond BND BND
Inflation-Protected Bond TIP TIP
Emerging Markets Bond PCY PCY
High Yield Bond JNK JNK
LONG GOVERNMENT TLT TLT
Long-Term Bond LQD LQD
US EQUITY
SMALL VALUE IWN IWN
LARGE BLEND VTI VTI
MID-CAP VALUE VOE VOE
LARGE VALUE PRF PRF
SMALL BLEND SLY SLY
Total Available Funds: 20
  • 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% 3.9%
REAL ESTATE VNQ VNQ 95% 3 60 0 0.12% 4.16%
Emerging Market
DIVERSIFIED EMERGING MKTS PXH PXH 97% 3 60 0 0.49% 3.95%
DIVERSIFIED EMERGING MKTS VWO VWO 97% 3 60 0 0.08% 3.1%
INTERNATIONAL EQUITY
Foreign Large Blend VEU VEU 97% 3 60 0 0.08% 3.1%
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC 94% 3 60 0 0.85% 4.71%
Others
Financial VFH VFH 80% 3 60 0 0.1% 2.18%
EQUITY PRECIOUS METALS GTU GTU 23% 3 60 0 NA 0%
FIXED INCOME
Intermediate-Term Bond BIV BIV 99% 3 60 0 0.07% 3.98%
Intermediate-Term Bond BND BND 99% 3 60 0 0.15% 3.83%
Inflation-Protected Bond TIP TIP 97% 3 60 0 0.19% 2.5%
Emerging Markets Bond PCY PCY 95% 3 60 0 0.5% 6.49%
High Yield Bond JNK JNK 93% 3 60 0 0.4% 6.75%
LONG GOVERNMENT TLT TLT 91% 3 60 0 0.15% 4.18%
Long-Term Bond LQD LQD 64% 3 60 0 0.14% 4.47%
US EQUITY
SMALL VALUE IWN IWN 100% 3 60 0 0.24% 1.92%
LARGE BLEND VTI VTI 96% 3 60 0 0.03% 1.37%
MID-CAP VALUE VOE VOE 94% 3 60 0 0.19% 2.49%
LARGE VALUE PRF PRF 94% 3 60 0 0.39% 1.01%
SMALL BLEND SLY SLY 0% 3 60 0 0.15% 1.99%
Average Expense Ratio: 0.26%
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Model Portfolios

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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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% 3.8% 17.9% 16.5% 9.1% 8.4%

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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
This plan consists of 20 funds, some of them are: VTI, IWN, PRF, VFH, VEU, VWO.


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