MyPlanIQ ETF Low Drawdown

ETF Low Drawdown

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RFI rfi
COMMODITIES
Commodities Precious Metals GLD gld
Others
Moderate Allocation CSQ csq
Moderate Allocation PDT pdt
Conservative Allocation AOK aok
US EQUITY
LARGE VALUE HTD htd
LARGE VALUE DEF def
FIXED INCOME
High Yield Bond HYG hyg
Multisector Bond TSI tsi
High Yield Bond HYS hys
Total Available Funds: 17
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RFI rfi
COMMODITIES
Commodities Precious Metals GLD gld
Others
Moderate Allocation CSQ csq
Moderate Allocation PDT pdt
Conservative Allocation AOK aok
Conservative Allocation AOM aom
Trading-Inverse Equity SDS sds
Equity Energy AMJ amj
MISCELLANEOUS SECTOR PFF pff
ROOT CASH cash
US EQUITY
LARGE VALUE HTD htd
LARGE VALUE DEF def
FIXED INCOME
High Yield Bond HYG hyg
Multisector Bond TSI tsi
High Yield Bond HYS hys
Intermediate-Term Bond BOND bond
High Yield Bond HTR htr
Total Available Funds: 17
  • 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
REAL ESTATE RFI rfi 99% 3 60 0 NA 7.62%
COMMODITIES
Commodities Precious Metals GLD gld 93% 3 60 0 0.4% 0%
Others
Moderate Allocation CSQ csq 100% 3 60 0 NA 9%
Moderate Allocation PDT pdt 99% 3 60 0 NA 9.3%
Conservative Allocation AOK aok 83% 3 60 0 0.15% 3.15%
Conservative Allocation AOM aom 83% 3 60 0 0.15% 2.97%
Trading-Inverse Equity SDS sds 62% 3 60 0 0.9% 4.53%
Equity Energy AMJ amj 53% 3 60 0 0.85% 7.65%
MISCELLANEOUS SECTOR PFF pff 32% 3 60 0 0.46% 6.69%
ROOT CASH cash 0% 3 60 0 NA 2.67%
US EQUITY
LARGE VALUE HTD htd 100% 3 60 0 NA 8.8%
LARGE VALUE DEF def 0% 3 60 0 0.54% 1.72%
FIXED INCOME
High Yield Bond HYG hyg 94% 3 60 0 0.49% 6.12%
Multisector Bond TSI tsi 90% 3 60 0 NA 7.56%
High Yield Bond HYS hys 30% 3 60 0 0.55% 8.26%
Intermediate-Term Bond BOND bond 30% 3 60 0 0.56% 5.07%
High Yield Bond HTR htr 0% 3 60 0 NA 10.45%
Average Expense Ratio: 0.5%
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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 17 funds, some of them are: AOK, AOM, CASH, TSI, HTR, DEF.


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