MyPlanIQ GTAA-Simulation

GTAA-Simulation

This Plan is unrated.
Investment Options
Total Available Funds: 52
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate RWX rwx
REAL ESTATE VNQ vnq
REAL ESTATE REZ rez
INTERNATIONAL EQUITY
Foreign Large Blend EFA efa
EUROPE STOCK VGK vgk
Foreign Small/Mid Blend SCZ scz
COMMODITIES
COMMODITIES BROAD BASKET DBC dbc
Commodities Precious Metals GLD gld
Others
Single Currency CYB cyb
Equity Energy XLE xle
Utilities XLU xlu
Total Available Funds: 52
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate RWX rwx
REAL ESTATE VNQ vnq
REAL ESTATE REZ rez
Global Real Estate VNQI vnqi
INTERNATIONAL EQUITY
Foreign Large Blend EFA efa
EUROPE STOCK VGK vgk
Foreign Small/Mid Blend SCZ scz
PACIFIC/ASIA EX-JAPAN STK EPP epp
Foreign Small/Mid Value PDN pdn
Miscellaneous Region EWQ ewq
Miscellaneous Region EWI ewi
Miscellaneous Region EWK ewk
Miscellaneous Region EWO ewo
JAPAN STOCK EWJ ewj
Miscellaneous Region GREK grek
Miscellaneous Region EIRL eirl
COMMODITIES
COMMODITIES BROAD BASKET DBC dbc
Commodities Precious Metals GLD gld
Others
Single Currency CYB cyb
Equity Energy XLE xle
Utilities XLU xlu
Financial XLF xlf
Health XLV xlv
Single Currency FXF fxf
Consumer Cyclical XLY xly
Industrials XLI xli
Technology XLK xlk
Natural Resources XLB xlb
Health IBB ibb
Consumer Defensive XLP xlp
Technology FDN fdn
Single Currency FXE fxe
Single Currency FXB fxb
Managed Futures WDTI wdti
US EQUITY
SMALL BLEND IWC iwc
SMALL BLEND PRFZ prfz
SMALL BLEND VB vb
LARGE BLEND VTI vti
LARGE VALUE PRF prf
MID-CAP BLEND VO vo
FIXED INCOME
Intermediate-Term Bond AGG agg
LONG GOVERNMENT IEF ief
Intermediate-Term Bond BND bnd
Short-Term Bond BSV bsv
Intermediate-Term Bond MBB mbb
Intermediate Government IEI iei
SHORT GOVERNMENT SHY shy
Inflation-Protected Bond TIP tip
High Yield Bond HYG hyg
High Yield Bond PHB phb
ULTRASHORT BOND MINT mint
Bank Loan BKLN bkln
Total Available Funds: 52
  • 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
Global Real Estate RWX rwx 98% 1 60 0 0.59% 3.79%
REAL ESTATE VNQ vnq 95% 1 60 0 0.12% 4.17%
REAL ESTATE REZ rez 92% 1 60 0 0.48% 2.88%
Global Real Estate VNQI vnqi 34% 1 60 0 0.12% 3.81%
INTERNATIONAL EQUITY
Foreign Large Blend EFA efa 100% 1 60 0 0.33% 3.05%
EUROPE STOCK VGK vgk 96% 1 60 0 0.09% 3.47%
Foreign Small/Mid Blend SCZ scz 95% 1 60 0 0.4% 3%
PACIFIC/ASIA EX-JAPAN STK EPP epp 90% 1 60 0 0.48% 4.02%
Foreign Small/Mid Value PDN pdn 89% 1 60 0 0.49% 3.07%
Miscellaneous Region EWQ ewq 85% 1 60 0 0.5% 2.75%
Miscellaneous Region EWI ewi 79% 1 60 0 0.5% 3.64%
Miscellaneous Region EWK ewk 75% 1 60 0 0.5% 1.75%
Miscellaneous Region EWO ewo 74% 1 60 0 0.5% 5.88%
JAPAN STOCK EWJ ewj 32% 1 60 0 0.5% 2.18%
Miscellaneous Region GREK grek 21% 1 60 0 0.57% 2.98%
Miscellaneous Region EIRL eirl 18% 1 60 0 0.5% 1.08%
COMMODITIES
COMMODITIES BROAD BASKET DBC dbc 94% 1 60 0 0.85% 4.69%
Commodities Precious Metals GLD gld 93% 1 60 0 0.4% 0%
Others
Single Currency CYB cyb 100% 1 60 0 0.45% 101.82%
Equity Energy XLE xle 96% 1 60 0 0.09% 3.67%
Utilities XLU xlu 96% 1 60 0 0.09% 3.14%
Financial XLF xlf 96% 1 60 0 0.09% 2%
Health XLV xlv 96% 1 60 0 0.09% 1.66%
Single Currency FXF fxf 96% 1 60 0 0.4% 0.05%
Consumer Cyclical XLY xly 96% 1 60 0 0.09% 0.91%
Industrials XLI xli 95% 1 60 0 0.09% 1.86%
Technology XLK xlk 95% 1 60 0 0.09% 0.98%
Natural Resources XLB xlb 95% 1 60 0 0.09% 2.17%
Health IBB ibb 94% 1 60 0 0.45% 0.31%
Consumer Defensive XLP xlp 94% 1 60 0 0.09% 2.74%
Technology FDN fdn 93% 1 60 0 0.52% 0%
Single Currency FXE fxe 51% 1 60 0 0.4% 2.11%
Single Currency FXB fxb 25% 1 60 0 0.4% 3.13%
Managed Futures WDTI wdti 0% 1 60 0 0.96% 0%
US EQUITY
SMALL BLEND IWC iwc 98% 1 60 0 0.6% 1.3%
SMALL BLEND PRFZ prfz 97% 1 60 0 0.39% 0.69%
SMALL BLEND VB vb 96% 1 60 0 0.03% 1.76%
LARGE BLEND VTI vti 96% 1 60 0 0.03% 1.73%
LARGE VALUE PRF prf 94% 1 60 0 0.39% 0.77%
MID-CAP BLEND VO vo 6% 1 60 0 0.04% 1.81%
FIXED INCOME
Intermediate-Term Bond AGG agg 100% 1 60 0 0.03% 3.3%
LONG GOVERNMENT IEF ief 100% 1 60 0 0.15% 3.01%
Intermediate-Term Bond BND bnd 99% 1 60 0 0.15% 3.27%
Short-Term Bond BSV bsv 99% 1 60 0 0.07% 2.82%
Intermediate-Term Bond MBB mbb 99% 1 60 0 0.04% 3.55%
Intermediate Government IEI iei 98% 1 60 0 0.15% 2.65%
SHORT GOVERNMENT SHY shy 98% 1 60 0 0.15% 3.38%
Inflation-Protected Bond TIP tip 97% 1 60 0 0.19% 2.74%
High Yield Bond HYG hyg 94% 1 60 0 0.49% 6.12%
High Yield Bond PHB phb 94% 1 60 0 0.5% 5.26%
ULTRASHORT BOND MINT mint 44% 1 60 0 0.36% 5.27%
Bank Loan BKLN bkln 39% 1 60 0 0.65% 8.91%
Average Expense Ratio: 0.32%
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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 52 funds, some of them are: FXB, FXE, FXF, CYB, WDTI, SHY.


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