MyPlanIQ Seven-Twelve-ISRAELSEN-ETFS-May2014

Seven-Twelve-ISRAELSEN-ETFS-May2014

This Plan is unrated.
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR IYR
Global Real Estate RWX RWX
Emerging Market
DIVERSIFIED EMERGING MKTS EEM EEM
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
China Region FXI FXI
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA
Foreign Small/Mid Blend SCZ SCZ
EUROPE STOCK IEV IEV
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC
Commodities Precious Metals GLD GLD
Total Available Funds: 35
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR IYR
Global Real Estate RWX RWX
Emerging Market
DIVERSIFIED EMERGING MKTS EEM EEM
DIVERSIFIED EMERGING MKTS VEIEX VEIEX
China Region FXI FXI
Latin America Stock EWZ EWZ
India Equity PIN PIN
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA
Foreign Small/Mid Blend SCZ SCZ
EUROPE STOCK IEV IEV
PACIFIC/ASIA EX-JAPAN STK EPP EPP
Foreign Large Blend PIEQX PIEQX
JAPAN STOCK EWJ EWJ
JAPAN STOCK DXJ DXJ
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC
Commodities Precious Metals GLD GLD
Others
Equity Energy XLE XLE
Utilities XLU XLU
Financial XLF XLF
Health XLV XLV
Consumer Defensive XLP XLP
Consumer Cyclical XLY XLY
Industrials XLI XLI
Technology XLK XLK
Natural Resources XLB XLB
Health IBB IBB
Technology FDN FDN
Natural Resources IGE IGE
Health XPH XPH
Consumer Cyclical XRT XRT
US EQUITY
LARGE GROWTH QQQ QQQ
FIXED INCOME
Intermediate-Term Bond AGG AGG
SHORT GOVERNMENT SHY SHY
Inflation-Protected Bond TIP TIP
WORLD BOND BWX BWX
Total Available Funds: 35
  • 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 IYR IYR 100% 1 60 0 0.4% 2.84%
Global Real Estate RWX RWX 98% 1 60 0 0.59% 4.27%
Emerging Market
DIVERSIFIED EMERGING MKTS EEM EEM 100% 1 60 0 0.7% 2.63%
DIVERSIFIED EMERGING MKTS VEIEX VEIEX 99% 1 60 0 0.08% 3.29%
China Region FXI FXI 90% 1 60 0 0.74% 3.24%
Latin America Stock EWZ EWZ 52% 1 60 0 0.59% 5.98%
India Equity PIN PIN 29% 1 60 0 0.78% 0.39%
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA 100% 1 60 0 0.33% 2.9%
Foreign Small/Mid Blend SCZ SCZ 95% 1 60 0 0.4% 2.99%
EUROPE STOCK IEV IEV 93% 1 60 0 0.67% 2.73%
PACIFIC/ASIA EX-JAPAN STK EPP EPP 90% 1 60 0 0.48% 4.21%
Foreign Large Blend PIEQX PIEQX 85% 1 60 0 0.3% 3.08%
JAPAN STOCK EWJ EWJ 32% 1 60 0 0.5% 1.88%
JAPAN STOCK DXJ DXJ 14% 1 60 0 0.48% 2.93%
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC 94% 1 60 0 0.85% 4.95%
Commodities Precious Metals GLD GLD 93% 1 60 0 0.4% 0%
Others
Equity Energy XLE XLE 96% 1 60 0 0.09% 3.46%
Utilities XLU XLU 96% 1 60 0 0.09% 3.45%
Financial XLF XLF 96% 1 60 0 0.09% 1.59%
Health XLV XLV 96% 1 60 0 0.09% 1.5%
Consumer Defensive XLP XLP 96% 1 60 0 0.09% 2.54%
Consumer Cyclical XLY XLY 95% 1 60 0 0.09% 0.75%
Industrials XLI XLI 95% 1 60 0 0.09% 1.53%
Technology XLK XLK 95% 1 60 0 0.09% 0.7%
Natural Resources XLB XLB 95% 1 60 0 0.09% 1.95%
Health IBB IBB 94% 1 60 0 0.45% 0.25%
Technology FDN FDN 93% 1 60 0 0.52% 0%
Natural Resources IGE IGE 88% 1 60 0 0.41% 2.84%
Health XPH XPH 79% 1 60 0 0.35% 1.38%
Consumer Cyclical XRT XRT 78% 1 60 0 0.35% 1.32%
US EQUITY
LARGE GROWTH QQQ QQQ 98% 1 60 0 0.2% 0.54%
FIXED INCOME
Intermediate-Term Bond AGG AGG 100% 1 60 0 0.03% 3.24%
SHORT GOVERNMENT SHY SHY 98% 1 60 0 0.15% 3.11%
Inflation-Protected Bond TIP TIP 97% 1 60 0 0.19% 2.76%
WORLD BOND BWX BWX 97% 1 60 0 0.35% 1.72%
Average Expense Ratio: 0.35%
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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*
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 35 funds, some of them are: EFA, SCZ, EEM, IGE, DBC, GLD.


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