MyPlanIQ GJ-Etrade, R=1 and up

GJ-Etrade, R=1 and up

This Plan is unrated.
Investment Options
Total Available Funds: 132
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
INTERNATIONAL EQUITY
WORLD STOCK VHGEX VHGEX
Foreign Large Blend DODFX DODFX
Foreign Large Value VTRIX VTRIX
Others
Moderate Allocation PRWCX PRWCX
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
FIXED INCOME
SHORT GOVERNMENT VFISX VFISX
Intermediate-Term Bond VBMFX VBMFX
Short-Term Bond VBISX VBISX
Total Available Funds: 132
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
INTERNATIONAL EQUITY
WORLD STOCK VHGEX VHGEX
Foreign Large Blend DODFX DODFX
Foreign Large Value VTRIX VTRIX
Foreign Large Value AAIPX AAIPX
Foreign Large Growth JAOSX JAOSX
EUROPE STOCK VEURX VEURX
Foreign Large Blend VWIGX VWIGX
Foreign Large Blend DIISX DIISX
Foreign Large Blend HIINX HIINX
DIVERSIFIED PACIFIC/ASIA VPACX VPACX
Foreign Large Blend VGTSX VGTSX
Foreign Large Blend VFWIX VFWIX
Foreign Large Blend VDMIX VDMIX
Foreign Large Growth UMBWX UMBWX
Others
Moderate Allocation PRWCX PRWCX
Target Date 2021-2025 VTTVX VTTVX
Target Date 2041-2045 VTIVX VTIVX
Equity Energy VGENX VGENX
Retirement Income VTINX VTINX
Target Date 2031-2035 VTTHX VTTHX
Market Neutral ARBFX ARBFX
Aggressive Allocation AOGIX AOGIX
Moderate Allocation VBINX VBINX
Conservative Allocation PRSIX PRSIX
Moderate Allocation JABAX JABAX
Conservative Allocation VASIX VASIX
Conservative Allocation VWINX VWINX
Moderate Allocation VWELX VWELX
Aggressive Allocation VASGX VASGX
Conservative Allocation VSCGX VSCGX
Moderate Allocation AOMIX AOMIX
Aggressive Allocation TRSGX TRSGX
Conservative Allocation VTMFX VTMFX
Technology BUFTX BUFTX
Moderate Allocation VGSTX VGSTX
Moderate Allocation VSMGX VSMGX
Target Date 2046-2050 VFIFX VFIFX
Industrials FCYIX FCYIX
Target Date 2036-2040 VFORX VFORX
Target Date 2026-2030 VTHRX VTHRX
Target Date 2016-2020 VTWNX VTWNX
Consumer Defensive RYCIX RYCIX
Equity Energy RYEIX RYEIX
Communications PRMTX PRMTX
Health JAGLX JAGLX
Technology PRGTX PRGTX
Utilities GABUX GABUX
Consumer Cyclical ICCCX ICCCX
Equity Energy ICENX ICENX
ROOT CASH CASH
Target Date 2011-2015 VTXVX VTXVX
Target Date 2000-2010 VTENX VTENX
Long/Short Equity FMLSX FMLSX
FIXED INCOME
SHORT GOVERNMENT VFISX VFISX
Intermediate-Term Bond VBMFX VBMFX
Short-Term Bond VBISX VBISX
Intermediate-Term Bond VBIIX VBIIX
Intermediate-Term Bond VFICX VFICX
Short-Term Bond VFSTX VFSTX
Inflation-Protected Bond VIPSX VIPSX
Intermediate Government VFIIX VFIIX
Muni National Interm VWITX VWITX
Intermediate Government VFITX VFITX
Muni National Interm VWAHX VWAHX
Muni National Short VMLTX VMLTX
Short-Term Bond JASBX JASBX
LONG GOVERNMENT VUSTX VUSTX
Muni National Short VWSTX VWSTX
SHORT GOVERNMENT VSGBX VSGBX
High Yield Bond VWEHX VWEHX
Intermediate Government CPTNX CPTNX
Short-Term Bond PRWBX PRWBX
Inflation-Protected Bond ACITX ACITX
Intermediate-Term Bond MBDFX MBDFX
Intermediate-Term Bond DODIX DODIX
Emerging Markets Bond PREMX PREMX
Intermediate-Term Bond WTIBX WTIBX
Muni National Interm TWTIX TWTIX
Muni New York Long VNYTX VNYTX
Long-Term Bond VWESX VWESX
High Yield Muni ABHYX ABHYX
Muni National Long VWLTX VWLTX
High Yield Bond BJBHX BJBHX
High Yield Bond PAXHX PAXHX
Long-Term Bond VBLTX VBLTX
Muni National Short STSMX STSMX
WORLD BOND PFODX PFODX
Emerging Markets Bond PEMDX PEMDX
US EQUITY
SMALL VALUE VISVX VISVX
LARGE GROWTH JENSX JENSX
LARGE GROWTH PRGFX PRGFX
Small Growth VISGX VISGX
LARGE VALUE VEIPX VEIPX
SMALL BLEND NAESX NAESX
LARGE VALUE VWNFX VWNFX
LARGE BLEND OAKMX OAKMX
LARGE GROWTH VWUSX VWUSX
LARGE GROWTH SNIGX SNIGX
LARGE BLEND PRBLX PRBLX
LARGE BLEND VQNPX VQNPX
LARGE BLEND VFINX VFINX
LARGE VALUE VWNDX VWNDX
MID-CAP BLEND VIMSX VIMSX
LARGE GROWTH VIGRX VIGRX
MID-CAP BLEND VEXMX VEXMX
MID-CAP VALUE VMVIX VMVIX
LARGE VALUE VIVAX VIVAX
LARGE BLEND VTSMX VTSMX
LARGE VALUE DODGX DODGX
LARGE BLEND VDIGX VDIGX
MID-CAP VALUE ACMVX ACMVX
SMALL VALUE NOSGX NOSGX
MID-CAP VALUE VASVX VASVX
Mid-Cap Growth BUFMX BUFMX
LARGE BLEND VLACX VLACX
Mid-Cap Growth VMGRX VMGRX
MID-CAP BLEND VSEQX VSEQX
LARGE VALUE KMKNX KMKNX
LARGE VALUE CHDEX CHDEX
LARGE VALUE TGIGX TGIGX
Mid-Cap Growth AKREX AKREX
LARGE VALUE VUVLX VUVLX
LARGE GROWTH VMRGX VMRGX
LARGE VALUE VHDYX VHDYX
LARGE GROWTH VGEQX VGEQX
LARGE GROWTH VFTSX VFTSX
LARGE BLEND VDAIX VDAIX
LARGE BLEND VCVLX VCVLX
Small Growth RYOHX RYOHX
SMALL BLEND PARSX PARSX
MID-CAP VALUE DEFIX DEFIX
Total Available Funds: 132
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX 99% 1 60 0 0.08% 3.29%
INTERNATIONAL EQUITY
WORLD STOCK VHGEX VHGEX 100% 1 60 0 0.42% 1.09%
Foreign Large Blend DODFX DODFX 99% 1 60 0 0.52% 2.33%
Foreign Large Value VTRIX VTRIX 99% 1 60 0 0.39% 2.76%
Foreign Large Value AAIPX AAIPX 98% 1 60 0 1.97% 2.74%
Foreign Large Growth JAOSX JAOSX 95% 1 60 0 2.06% 2.7%
EUROPE STOCK VEURX VEURX 87% 1 60 0 0.09% 2.98%
Foreign Large Blend VWIGX VWIGX 83% 1 60 0 0.45% 1.84%
Foreign Large Blend DIISX DIISX 81% 1 60 0 0.6% 3.09%
Foreign Large Blend HIINX HIINX 60% 1 60 0 0.69% 2.63%
DIVERSIFIED PACIFIC/ASIA VPACX VPACX 19% 1 60 0 0.08% 2.88%
Foreign Large Blend VGTSX VGTSX 16% 1 60 0 0.08% 3.12%
Foreign Large Blend VFWIX VFWIX 0% 1 60 0 0.2% 2.84%
Foreign Large Blend VDMIX VDMIX 0% 1 60 0 0.2% 0%
Foreign Large Growth UMBWX UMBWX 0% 1 60 0 0.95% 2.91%
Others
Moderate Allocation PRWCX PRWCX 99% 1 60 0 0.98% 2%
Target Date 2021-2025 VTTVX VTTVX 97% 1 60 0 0.08% 2.62%
Target Date 2041-2045 VTIVX VTIVX 97% 1 60 0 0.08% 2.34%
Equity Energy VGENX VGENX 97% 1 60 0 0.46% 4.14%
Retirement Income VTINX VTINX 97% 1 60 0 0.08% 2.93%
Target Date 2031-2035 VTTHX VTTHX 96% 1 60 0 0.08% 2.34%
Market Neutral ARBFX ARBFX 96% 1 60 0 1.35% 0%
Aggressive Allocation AOGIX AOGIX 94% 1 60 0 0.93% 2.05%
Moderate Allocation VBINX VBINX 93% 1 60 0 0.07% 1.83%
Conservative Allocation PRSIX PRSIX 92% 1 60 0 0.67% 3.7%
Moderate Allocation JABAX JABAX 91% 1 60 0 0.7% 3.12%
Conservative Allocation VASIX VASIX 91% 1 60 0 0.11% 3.18%
Conservative Allocation VWINX VWINX 90% 1 60 0 0.16% 3.39%
Moderate Allocation VWELX VWELX 90% 1 60 0 0.17% 12.31%
Aggressive Allocation VASGX VASGX 89% 1 60 0 0.14% 1.97%
Conservative Allocation VSCGX VSCGX 89% 1 60 0 0.12% 2.84%
Moderate Allocation AOMIX AOMIX 88% 1 60 0 0.87% 2.23%
Aggressive Allocation TRSGX TRSGX 88% 1 60 0 0.76% 6.57%
Conservative Allocation VTMFX VTMFX 88% 1 60 0 0.09% 1.88%
Technology BUFTX BUFTX 86% 1 60 0 1% 0%
Moderate Allocation VGSTX VGSTX 84% 1 60 0 0.31% 7.45%
Moderate Allocation VSMGX VSMGX 83% 1 60 0 0.13% 2.53%
Target Date 2046-2050 VFIFX VFIFX 75% 1 60 0 0.08% 2.02%
Industrials FCYIX FCYIX 74% 1 60 0 0.76% 0.72%
Target Date 2036-2040 VFORX VFORX 70% 1 60 0 0.08% 2.23%
Target Date 2026-2030 VTHRX VTHRX 70% 1 60 0 0.08% 2.21%
Target Date 2016-2020 VTWNX VTWNX 66% 1 60 0 0.08% 4.48%
Consumer Defensive RYCIX RYCIX 63% 1 60 0 2.36% 19.92%
Equity Energy RYEIX RYEIX 62% 1 60 0 1.39% 2.67%
Communications PRMTX PRMTX 62% 1 60 0 0.77% 0.16%
Health JAGLX JAGLX 60% 1 60 0 0.98% 0.06%
Technology PRGTX PRGTX 58% 1 60 0 0.95% 0%
Utilities GABUX GABUX 39% 1 60 0 1.39% 16.64%
Consumer Cyclical ICCCX ICCCX 11% 1 60 0 1.71% 0%
Equity Energy ICENX ICENX 3% 1 60 0 1.5% 0.47%
ROOT CASH CASH 0% 1 100 0 NA 4.14%
Target Date 2011-2015 VTXVX VTXVX 0% 1 60 0 0.08% 2.59%
Target Date 2000-2010 VTENX VTENX 0% 1 60 0 0.17% 0%
Long/Short Equity FMLSX FMLSX 0% 1 60 0 1.3% 0%
FIXED INCOME
SHORT GOVERNMENT VFISX VFISX 100% 1 60 0 0.1% 4.13%
Intermediate-Term Bond VBMFX VBMFX 100% 1 60 0 0.15% 3.15%
Short-Term Bond VBISX VBISX 100% 1 60 0 0.07% 2.54%
Intermediate-Term Bond VBIIX VBIIX 100% 1 60 0 0.07% 3.21%
Intermediate-Term Bond VFICX VFICX 99% 1 60 0 0.2% 4.04%
Short-Term Bond VFSTX VFSTX 99% 1 60 0 0.1% 3.28%
Inflation-Protected Bond VIPSX VIPSX 98% 1 60 0 0.07% 4.24%
Intermediate Government VFIIX VFIIX 98% 1 60 0 0.11% 3.24%
Muni National Interm VWITX VWITX 97% 1 60 0 0.17% 2.7%
Intermediate Government VFITX VFITX 97% 1 60 0 0.2% 3.38%
Muni National Interm VWAHX VWAHX 97% 1 60 0 0.09% 3.51%
Muni National Short VMLTX VMLTX 96% 1 60 0 0.09% 2.26%
Short-Term Bond JASBX JASBX 96% 1 60 0 0.53% 3.66%
LONG GOVERNMENT VUSTX VUSTX 96% 1 60 0 0.1% 3.55%
Muni National Short VWSTX VWSTX 95% 1 60 0 0.09% 2.35%
SHORT GOVERNMENT VSGBX VSGBX 95% 1 60 0 0.1% 3.28%
High Yield Bond VWEHX VWEHX 95% 1 60 0 0.13% 5.68%
Intermediate Government CPTNX CPTNX 94% 1 60 0 0.36% 3.7%
Short-Term Bond PRWBX PRWBX 93% 1 60 0 0.46% 3.32%
Inflation-Protected Bond ACITX ACITX 92% 1 60 0 0.76% 4.48%
Intermediate-Term Bond MBDFX MBDFX 90% 1 60 0 0.55% 2.65%
Intermediate-Term Bond DODIX DODIX 87% 1 60 0 0.33% 3.91%
Emerging Markets Bond PREMX PREMX 87% 1 60 0 0.99% 5.13%
Intermediate-Term Bond WTIBX WTIBX 86% 1 60 0 0.4% 3.62%
Muni National Interm TWTIX TWTIX 85% 1 60 0 0.26% 2.99%
Muni New York Long VNYTX VNYTX 85% 1 60 0 0.09% 2.83%
Long-Term Bond VWESX VWESX 83% 1 60 0 0.22% 4.15%
High Yield Muni ABHYX ABHYX 80% 1 60 0 1.59% 4.04%
Muni National Long VWLTX VWLTX 73% 1 60 0 0.17% 3.09%
High Yield Bond BJBHX BJBHX 66% 1 60 0 1.03% 7.16%
High Yield Bond PAXHX PAXHX 64% 1 60 0 0.67% 5.47%
Long-Term Bond VBLTX VBLTX 0% 1 60 0 0.15% 3.31%
Muni National Short STSMX STSMX 0% 1 60 0 0.63% 0%
WORLD BOND PFODX PFODX 0% 1 60 0 0.9% 1%
Emerging Markets Bond PEMDX PEMDX 0% 1 60 0 1.25% 4.43%
US EQUITY
SMALL VALUE VISVX VISVX 100% 1 60 0 0.06% 1.97%
LARGE GROWTH JENSX JENSX 100% 1 60 0 0.82% 0.74%
LARGE GROWTH PRGFX PRGFX 100% 1 60 0 0% 0%
Small Growth VISGX VISGX 100% 1 60 0 0.07% 0.54%
LARGE VALUE VEIPX VEIPX 99% 1 60 0 0.27% 2.74%
SMALL BLEND NAESX NAESX 99% 1 60 0 0.03% 1.4%
LARGE VALUE VWNFX VWNFX 99% 1 60 0 0.26% 1.52%
LARGE BLEND OAKMX OAKMX 99% 1 60 0 0.63% 0.98%
LARGE GROWTH VWUSX VWUSX 99% 1 60 0 0.3% 0.25%
LARGE GROWTH SNIGX SNIGX 98% 1 60 0 1% 0.06%
LARGE BLEND PRBLX PRBLX 98% 1 60 0 0.82% 0.51%
LARGE BLEND VQNPX VQNPX 98% 1 60 0 0.22% 1.03%
LARGE BLEND VFINX VFINX 98% 1 60 0 0.14% 1.27%
LARGE VALUE VWNDX VWNDX 97% 1 60 0 0.32% 1.77%
MID-CAP BLEND VIMSX VIMSX 97% 1 60 0 0.04% 1.35%
LARGE GROWTH VIGRX VIGRX 97% 1 60 0 0.04% 0.43%
MID-CAP BLEND VEXMX VEXMX 97% 1 60 0 0.06% 1.11%
MID-CAP VALUE VMVIX VMVIX 96% 1 60 0 0.19% 2.11%
LARGE VALUE VIVAX VIVAX 96% 1 60 0 0.05% 2.23%
LARGE BLEND VTSMX VTSMX 94% 1 60 0 0.03% 1.26%
LARGE VALUE DODGX DODGX 93% 1 60 0 0.52% 4.95%
LARGE BLEND VDIGX VDIGX 90% 1 60 0 0.3% 1.6%
MID-CAP VALUE ACMVX ACMVX 89% 1 60 0 1.23% 1.65%
SMALL VALUE NOSGX NOSGX 89% 1 60 0 1% 1.46%
MID-CAP VALUE VASVX VASVX 84% 1 60 0 0.43% 1.58%
Mid-Cap Growth BUFMX BUFMX 81% 1 60 0 0.88% 0%
LARGE BLEND VLACX VLACX 81% 1 60 0 0.04% 1.21%
Mid-Cap Growth VMGRX VMGRX 80% 1 60 0 0.37% 0.36%
MID-CAP BLEND VSEQX VSEQX 65% 1 60 0 0.33% 0%
LARGE VALUE KMKNX KMKNX 60% 1 60 0 2.15% 0.78%
LARGE VALUE CHDEX CHDEX 42% 1 60 0 0.75% 8.59%
LARGE VALUE TGIGX TGIGX 41% 1 60 0 0.7% 5.33%
Mid-Cap Growth AKREX AKREX 26% 1 60 0 1.3% 3.59%
LARGE VALUE VUVLX VUVLX 0% 1 60 0 0.22% 2.51%
LARGE GROWTH VMRGX VMRGX 0% 1 60 0 0.42% 0%
LARGE VALUE VHDYX VHDYX 0% 1 60 0 0.14% 3.05%
LARGE GROWTH VGEQX VGEQX 0% 1 60 0 0.52% 0.34%
LARGE GROWTH VFTSX VFTSX 0% 1 60 0 0.18% 1.44%
LARGE BLEND VDAIX VDAIX 0% 1 60 0 0.14% 1.69%
LARGE BLEND VCVLX VCVLX 0% 1 60 0 0.29% 2.23%
Small Growth RYOHX RYOHX 0% 1 60 0 1.47% 17.54%
SMALL BLEND PARSX PARSX 0% 1 60 0 1.2% 0%
MID-CAP VALUE DEFIX DEFIX 0% 1 60 0 1.25% 0%
Average Expense Ratio: 0.51%
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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 132 funds, some of them are: DEFIX, BUFMX, BUFTX, FMLSX, AAIPX, ABHYX.


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