MyPlanIQ K ETF

K ETF

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM eem
China Region FXI fxi
China Region EWH ewh
INTERNATIONAL EQUITY
Foreign Large Blend EFA efa
Foreign Large Value EWC ewc
EUROPE STOCK EWQ ewq
US EQUITY
LARGE BLEND SPY spy
MID-CAP BLEND MDY mdy
SMALL BLEND IWM iwm
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM eem
China Region FXI fxi
China Region EWH ewh
China Region EWT ewt
Latin America Stock EWW eww
Latin America Stock EWZ ewz
India Equity PIN pin
INTERNATIONAL EQUITY
Foreign Large Blend EFA efa
Foreign Large Value EWC ewc
EUROPE STOCK EWQ ewq
EUROPE STOCK EWG ewg
EUROPE STOCK EWL ewl
EUROPE STOCK EWI ewi
EUROPE STOCK EWU ewu
EUROPE STOCK EWO ewo
PACIFIC/ASIA EX-JAPAN STK EWS ews
PACIFIC/ASIA EX-JAPAN STK EWY ewy
PACIFIC/ASIA EX-JAPAN STK EWA ewa
EUROPE STOCK EWD ewd
PACIFIC/ASIA EX-JAPAN STK EWM ewm
JAPAN STOCK EWJ ewj
US EQUITY
LARGE BLEND SPY spy
MID-CAP BLEND MDY mdy
SMALL BLEND IWM iwm
LARGE VALUE DIA dia
LARGE BLEND VTI vti
Total Available Funds: 26
  • 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 EEM eem 100% 3 60 0 0.7% 2.63%
China Region FXI fxi 90% 3 60 0 0.74% 3.24%
China Region EWH ewh 88% 3 60 0 0.5% 4.54%
China Region EWT ewt 86% 3 60 0 0.59% 3.55%
Latin America Stock EWW eww 56% 3 60 0 0.5% 2.27%
Latin America Stock EWZ ewz 52% 3 60 0 0.59% 5.98%
India Equity PIN pin 29% 3 60 0 0.78% 0.39%
INTERNATIONAL EQUITY
Foreign Large Blend EFA efa 100% 3 60 0 0.33% 2.9%
Foreign Large Value EWC ewc 87% 3 60 0 0.5% 2.26%
EUROPE STOCK EWQ ewq 85% 3 60 0 0.5% 2.66%
EUROPE STOCK EWG ewg 82% 3 60 0 0.5% 2.49%
EUROPE STOCK EWL ewl 80% 3 60 0 0.5% 2.18%
EUROPE STOCK EWI ewi 79% 3 60 0 0.5% 3.25%
EUROPE STOCK EWU ewu 77% 3 60 0 0.5% 4.2%
EUROPE STOCK EWO ewo 74% 3 60 0 0.5% 5.94%
PACIFIC/ASIA EX-JAPAN STK EWS ews 72% 3 60 0 0.5% 6.82%
PACIFIC/ASIA EX-JAPAN STK EWY ewy 69% 3 60 0 0.59% 2.55%
PACIFIC/ASIA EX-JAPAN STK EWA ewa 62% 3 60 0 0.5% 3.78%
EUROPE STOCK EWD ewd 61% 3 60 0 0.54% 2.41%
PACIFIC/ASIA EX-JAPAN STK EWM ewm 59% 3 60 0 0.5% 3.4%
JAPAN STOCK EWJ ewj 32% 3 60 0 0.5% 1.88%
US EQUITY
LARGE BLEND SPY spy 100% 3 60 0 0.09% 1.3%
MID-CAP BLEND MDY mdy 100% 3 60 0 0.24% 1.16%
SMALL BLEND IWM iwm 99% 3 60 0 0.19% 1.33%
LARGE VALUE DIA dia 98% 3 60 0 0.16% 1.74%
LARGE BLEND VTI vti 96% 3 60 0 0.03% 1.35%
Average Expense Ratio: 0.46%
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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 26 funds, some of them are: IWM, EWO, MDY, EWG, EFA, EWD.


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