MyPlanIQ Foundation One: All Bonds

Foundation One: All Bonds

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
FIXED INCOME
SHORT GOVERNMENT VSGBX VSGBX
Bank Loan FFRHX ffrhx
Bank Loan FFRIX ffrix
Total Available Funds: 19
Asset Class Ticker Description Rating
FIXED INCOME
SHORT GOVERNMENT VSGBX VSGBX
Bank Loan FFRHX ffrhx
Bank Loan FFRIX ffrix
High Yield Bond PHYTX PHYTX
High Yield Bond SPHIX SPHIX
High Yield Bond FAGIX FAGIX
Emerging Markets Bond FNMIX FNMIX
Emerging Markets Bond PREMX PREMX
Intermediate-Term Bond MGFIX MGFIX
SHORT GOVERNMENT SNGVX SNGVX
Intermediate-Term Bond PTTDX PTTDX
SHORT GOVERNMENT DFFGX DFFGX
Intermediate-Term Bond PBDDX PBDDX
Multisector Bond LSBRX LSBRX
WORLD BOND LSGLX LSGLX
WORLD BOND TGBAX TGBAX
Short-Term Bond DFEQX DFEQX
High Yield Bond HYFIX HYFIX
WORLD BOND PFODX PFODX
Total Available Funds: 19
  • 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
FIXED INCOME
SHORT GOVERNMENT VSGBX VSGBX 95% 2 60 0 0.1% 3.47%
Bank Loan FFRHX ffrhx 93% 2 60 0 1.03% 8.68%
Bank Loan FFRIX ffrix 93% 2 60 0 0.68% 8.65%
High Yield Bond PHYTX PHYTX 93% 2 60 0 0.94% 6.55%
High Yield Bond SPHIX SPHIX 92% 2 60 0 1.16% 5.87%
High Yield Bond FAGIX FAGIX 91% 2 60 0 0.93% 5.6%
Emerging Markets Bond FNMIX FNMIX 89% 2 60 0 0.82% 5.82%
Emerging Markets Bond PREMX PREMX 87% 2 60 0 0.99% 5.7%
Intermediate-Term Bond MGFIX MGFIX 81% 2 60 0 0.68% 3.17%
SHORT GOVERNMENT SNGVX SNGVX 72% 2 60 0 0.8% 3.4%
Intermediate-Term Bond PTTDX PTTDX 65% 2 60 0 0.75% 3.69%
SHORT GOVERNMENT DFFGX DFFGX 65% 2 60 0 0.17% 4.16%
Intermediate-Term Bond PBDDX PBDDX 58% 2 60 0 0.9% 3.72%
Multisector Bond LSBRX LSBRX 55% 2 60 0 1.15% 5.3%
WORLD BOND LSGLX LSGLX 53% 2 60 0 0.95% 0%
WORLD BOND TGBAX TGBAX 52% 2 60 0 0.64% 4.39%
Short-Term Bond DFEQX DFEQX 35% 2 60 0 0.18% 4.07%
High Yield Bond HYFIX HYFIX 0% 2 60 0 0.9% 4.46%
WORLD BOND PFODX PFODX 0% 2 60 0 0.9% 1.13%
Average Expense Ratio: 0.77%
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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 19 funds, some of them are: FNMIX, PREMX, SPHIX, FAGIX, PTTDX, MGFIX.
All Bonds


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