MyPlanIQ Major Brokerage Investor FutureAdvisor 11 Fund Plan

FutureAdvisor 11 Fund Plan

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Inv
Global Real Estate VGRLX Vanguard Global ex-US Rel Est Idx Signal
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Inv
Foreign Small/Mid Blend VINEX Vanguard International Explorer Inv
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
FIXED INCOME
Intermediate-Term Bond VFICX Vanguard Interm-Term Invmt-Grade Inv
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
US EQUITY
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
LARGE VALUE VVIAX Vanguard Value Index Adm
Total Available Funds: 11
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Inv
Global Real Estate VGRLX Vanguard Global ex-US Rel Est Idx Signal
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Inv
Foreign Small/Mid Blend VINEX Vanguard International Explorer Inv
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
FIXED INCOME
Intermediate-Term Bond VFICX Vanguard Interm-Term Invmt-Grade Inv
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
US EQUITY
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm
SMALL BLEND VSMAX Vanguard Small Cap Index Adm
LARGE VALUE VVIAX Vanguard Value Index Adm
Total Available Funds: 11
  • 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 VGSIX Vanguard REIT Index Inv 81% 3 60 0 0.12% 3.94%
Global Real Estate VGRLX Vanguard Global ex-US Rel Est Idx Signal 3% 3 60 0 0.12% 3.83%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx 99% 3 60 0 0.08% 3.29%
INTERNATIONAL EQUITY
Foreign Large Value VTRIX Vanguard International Value Inv 99% 3 60 0 0.39% 2.76%
Foreign Small/Mid Blend VINEX Vanguard International Explorer Inv 89% 3 60 0 0.41% 4.16%
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv 16% 3 60 0 0.08% 3.12%
FIXED INCOME
Intermediate-Term Bond VFICX Vanguard Interm-Term Invmt-Grade Inv 99% 3 60 0 0.2% 4.04%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv 98% 3 60 0 0.07% 4.24%
US EQUITY
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm 81% 3 60 0 0.03% 1.34%
SMALL BLEND VSMAX Vanguard Small Cap Index Adm 80% 3 60 0 0.05% 1.54%
LARGE VALUE VVIAX Vanguard Value Index Adm 79% 3 60 0 0.05% 2.35%
Average Expense Ratio: 0.15%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.6% 6.8% -0.5% 4.7% 4.3% 7.3%

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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.


Other Related Portfolios YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*
FutureAdvisor Risk Profile 12 3.8% 15.4% 1.9% 6.7% 6.4%
FutureAdvisor 11 Fund Plan Tactical Asset Allocation Risk Profile 12 -1.1% 12.0% 0.8% 6.0% 4.6%
Description
The plan consists of 11 funds. It covers 5 major asset classes and 11 minor asset classes. The major asset classes it covers are Emerging Market Equity, Fixed Income, REITs, Foreign Equity and US Equity.

This plan consists of the following index funds used in a futureadvisor model portfolio: 

DomesticStk VTSAX 15%
DomesticSmall VSMAX 8%
DomesticValue VVIAX 15%
ForeignStk VGTSX 9%
ForeignSmall VINEX 4%
ForeignValue VTRIX 9%
EmergingStk VEIEX 16%
DomesticREITs VGSIX 7%
IntlREITs RWR 5%
TIPS VIPSX 6%
Bonds VFICX 6%

 



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