MyPlanIQ Major Brokerage Investor test_Etrade All Star Funds

test_Etrade All Star Funds

This Plan is unrated.
Investment Options
Total Available Funds: 102
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS AEMGX ACADIAN EMERGING MARKETS INSTL
DIVERSIFIED EMERGING MKTS PRMSX T. ROWE PRICE EMERGING MARKETS STOCK
REAL ESTATE
REAL ESTATE RRREX DWS RREEF REAL ESTATE SECURITIES S
REAL ESTATE TRREX T. ROWE PRICE REAL ESTATE
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKMARK INTERNATIONAL I
Foreign Large Blend DODFX DODGE & COX INTERNATIONAL STOCK
Foreign Large Value VTRIX VANGUARD INTERNATIONAL VALUE INV
Others
Moderate Allocation PRWCX T. ROWE PRICE CAPITAL APPRECIATION
Conservative Allocation AONIX AMERICAN CENTURY ONE CHOICE VRY CNSRVINV
Market Neutral ARBFX ARBITRAGE R
Total Available Funds: 102
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS AEMGX ACADIAN EMERGING MARKETS INSTL
DIVERSIFIED EMERGING MKTS PRMSX T. ROWE PRICE EMERGING MARKETS STOCK
REAL ESTATE
REAL ESTATE RRREX DWS RREEF REAL ESTATE SECURITIES S
REAL ESTATE TRREX T. ROWE PRICE REAL ESTATE
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKMARK INTERNATIONAL I
Foreign Large Blend DODFX DODGE & COX INTERNATIONAL STOCK
Foreign Large Value VTRIX VANGUARD INTERNATIONAL VALUE INV
Foreign Large Value AAIPX AMERICAN BEACON INTL EQUITY INV
Foreign Large Value TIVFX TOCQUEVILLE INTERNATIONAL VALUE
Foreign Large Growth JAOSX JANUS OVERSEAS T
FOREIGN SMALL/MID GROWTH PRIDX T. ROWE PRICE INTERNATIONAL DISCOVERY
Foreign Small/Mid Blend OAKEX OAKMARK INTERNATIONAL SMALL CAP I
Foreign Large Blend VWIGX VANGUARD INTERNATIONAL GROWTH INV
Foreign Large Blend DIISX DREYFUS INTL STOCK INDEX
Foreign Large Blend HIINX HARBOR INTERNATIONAL INV
Foreign Small/Mid Blend VFSVX VANGUARD FTSE ALL-WLD EX-US SMCP IDX INV
Foreign Large Value TWWDX THOMAS WHITE INTERNATIONAL INVESTOR
Foreign Large Growth UMBWX SCOUT INTERNATIONAL
Foreign Large Growth SWOIX LAUDUS INTERNATIONAL MARKETMASTERS INV
Foreign Large Blend VDMIX VANGUARD DEVELOPED MARKETS INDEX INV
Others
Moderate Allocation PRWCX T. ROWE PRICE CAPITAL APPRECIATION
Conservative Allocation AONIX AMERICAN CENTURY ONE CHOICE VRY CNSRVINV
Market Neutral ARBFX ARBITRAGE R
Aggressive Allocation AOGIX AMERICAN CENTURY ONE CHOICE AGRSV INV
Conservative Allocation JSPCX JANUS GLOBAL ALLOCATION CNSRV T
Conservative Allocation PRSIX T. ROWE PRICE PERSONAL STRAT INCOME
Moderate Allocation JABAX JANUS BALANCED T
Moderate Allocation AOMIX AMERICAN CENTURY ONE CHOICE MOD INV
Aggressive Allocation TRSGX T. ROWE PRICE PERSONAL STRAT GROWTH
Aggressive Allocation JSPGX JANUS GLOBAL ALLOCATION GROWTH T
Technology BUFTX BUFFALO DISCOVERY
Financial RYFSX ROYCE FINANCIAL SERVICES SVC
Industrials FCYIX FIDELITY SELECT INDUSTRIALS
Natural Resources PNRZX PRUDENTIAL JENNISON NATURAL RESOURCES Z
Natural Resources RYBIX RYDEX BASIC MATERIALS INV
Consumer Defensive RYCIX RYDEX CONSUMER PRODUCTS INV
Equity Energy RYEIX RYDEX ENERGY INV
Communications PRMTX T. ROWE PRICE MEDIA & TELECOMMUNICATIONS
Financial KMKNX KINETICS MARKET OPPORTUNITIES NO LOAD
Health JAGLX JANUS GLOBAL LIFE SCIENCES T
Technology PRGTX T. ROWE PRICE GLOBAL TECHNOLOGY
EQUITY PRECIOUS METALS TGLDX TOCQUEVILLE GOLD
Utilities GABUX GABELLI UTILITIES AAA
EQUITY PRECIOUS METALS UPMMX USAA PRECIOUS METALS AND MINERALS ADV
Consumer Cyclical ICCCX ICON CONSUMER DISCRETIONARY S
Equity Energy ICENX ICON ENERGY S
Long/Short Equity FMLSX WASATCH LONG/SHORT INVESTOR
Long/Short Equity AMBEX ASTON/ANCHOR CAPITAL ENHANCED EQUITY N
US EQUITY
SMALL BLEND PENNX ROYCE PENNSYLVANIA MUTUAL INVMT
LARGE GROWTH JENSX JENSEN QUALITY GROWTH J
LARGE GROWTH PRGFX T. ROWE PRICE GROWTH STOCK
SMALL BLEND NAESX VANGUARD SMALL CAP INDEX INV
LARGE BLEND OAKMX OAKMARK I
LARGE GROWTH SNIGX SIT LARGE CAP GROWTH
MID-CAP VALUE JMCVX PERKINS MID CAP VALUE T
LARGE BLEND PRBLX PARNASSUS EQUITY INCOME - INV
LARGE VALUE AAGPX AMERICAN BEACON LG CAP VALUE INV
LARGE BLEND VFINX VANGUARD 500 INDEX INV
MID-CAP BLEND VIMSX VANGUARD MID CAP INDEX INV
LARGE VALUE DODGX DODGE & COX STOCK
SMALL BLEND PVFAX PARADIGM VALUE
MID-CAP VALUE ACMVX AMERICAN CENTURY MID CAP VALUE INV
SMALL VALUE NOSGX NORTHERN SMALL CAP VALUE
Mid-Cap Growth BUFMX BUFFALO MID CAP
SMALL BLEND NSIDX NORTHERN SMALL CAP INDEX
SMALL BLEND STSCX STRATTON SMALL-CAP VALUE
LARGE BLEND NOSIX NORTHERN STOCK INDEX
Mid-Cap Growth NBGAX NEUBERGER BERMAN GENESIS ADV
MID-CAP BLEND CHTTX ASTON/FAIRPOINTE MID CAP N
LARGE GROWTH HCAIX HARBOR CAPITAL APPRECIATION INV
LARGE VALUE CHDEX CULLEN HIGH DIVIDEND EQUITY RETAIL
LARGE VALUE TGIGX TCW DIVIDEND FOCUSED N
Mid-Cap Growth AKREX AKRE FOCUS RETAIL
SMALL BLEND FMIOX FMI FOCUS
Mid-Cap Growth STCSX WELLS FARGO ADVANTAGE COMMON STOCK INV
Small Growth RYOHX ROYCE 100 SVC
SMALL BLEND PARSX PARNASSUS SMALL-CAP
MID-CAP VALUE DEFIX DELAFIELD FUND
FIXED INCOME
Short-Term Bond VBISX VANGUARD SHORT-TERM BOND INDEX INV
Intermediate-Term Bond VBIIX VANGUARD INTERM-TERM BOND INDEX INV
Inflation-Protected Bond VIPSX VANGUARD INFLATION-PROTECTED SECS INV
Muni National Interm VWITX VANGUARD INTERM-TERM TX-EX INV
Short-Term Bond JASBX JANUS SHORT-TERM BOND T
Muni National Short VWSTX VANGUARD SHORT-TERM TX-EX
Intermediate Government CPTNX AMERICAN CENTURY GOVERNMENT BOND INV
Short-Term Bond PRWBX T. ROWE PRICE SHORT-TERM BOND
Inflation-Protected Bond ACITX AMERICAN CENTURY INFL-ADJ BOND INV
Intermediate-Term Bond MBDFX MANAGERS PIMCO BOND
Intermediate-Term Bond DODIX DODGE & COX INCOME
Emerging Markets Bond PREMX T. ROWE PRICE EMERGING MARKETS BOND
Intermediate-Term Bond WTIBX WESTCORE PLUS BOND
Muni National Interm TWTIX AMERICAN CENTURY INTERMTRM TX-FR BD INV
Intermediate-Term Bond MGFIX MANAGERS BOND SERVICE
Muni National Short DSIBX DREYFUS SHORT-INTERM MUNI BOND D
High Yield Muni ABHYX AMERICAN CENTURY HIGH-YIELD MUNI INV
Muni National Long NOTEX NORTHERN TAX-EXEMPT
High Yield Bond BJBHX ABERDEEN GLOBAL HIGH INCOME A
High Yield Bond PAXHX PAX WORLD HIGH YIELD BOND INDIVIDUAL INV
WORLD BOND PFODX PIMCO FOREIGN BOND (USD-HEDGED) D
Muni National Short STSMX WELLS FARGO ADVANTAGE S/T MUNI BD INV
Muni National Interm MITFX BMO INTERMEDIATE TAX-FREE Y
Emerging Markets Bond PEMDX PIMCO EMERGING MARKETS BOND D
Total Available Funds: 102
  • 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 AEMGX ACADIAN EMERGING MARKETS INSTL 88% 3 60 0 1.49% 6.03%
DIVERSIFIED EMERGING MKTS PRMSX T. ROWE PRICE EMERGING MARKETS STOCK 82% 3 60 0 0% 1.1%
REAL ESTATE
REAL ESTATE RRREX DWS RREEF REAL ESTATE SECURITIES S 81% 3 60 0 0.61% 1.73%
REAL ESTATE TRREX T. ROWE PRICE REAL ESTATE 67% 3 60 0 1.09% 11.77%
INTERNATIONAL EQUITY
Foreign Large Blend OAKIX OAKMARK INTERNATIONAL I 100% 3 60 0 0.75% 1.9%
Foreign Large Blend DODFX DODGE & COX INTERNATIONAL STOCK 99% 3 60 0 0.52% 2.33%
Foreign Large Value VTRIX VANGUARD INTERNATIONAL VALUE INV 99% 3 60 0 0.39% 2.76%
Foreign Large Value AAIPX AMERICAN BEACON INTL EQUITY INV 98% 3 60 0 1.97% 2.74%
Foreign Large Value TIVFX TOCQUEVILLE INTERNATIONAL VALUE 97% 3 60 0 1.18% 1.56%
Foreign Large Growth JAOSX JANUS OVERSEAS T 95% 3 60 0 2.06% 2.7%
FOREIGN SMALL/MID GROWTH PRIDX T. ROWE PRICE INTERNATIONAL DISCOVERY 88% 3 60 0 1.23% 2.12%
Foreign Small/Mid Blend OAKEX OAKMARK INTERNATIONAL SMALL CAP I 84% 3 60 0 1.06% 1.88%
Foreign Large Blend VWIGX VANGUARD INTERNATIONAL GROWTH INV 83% 3 60 0 0.45% 1.84%
Foreign Large Blend DIISX DREYFUS INTL STOCK INDEX 81% 3 60 0 0.6% 3.09%
Foreign Large Blend HIINX HARBOR INTERNATIONAL INV 60% 3 60 0 0.69% 2.63%
Foreign Small/Mid Blend VFSVX VANGUARD FTSE ALL-WLD EX-US SMCP IDX INV 0% 3 60 0 0.22% 2.73%
Foreign Large Value TWWDX THOMAS WHITE INTERNATIONAL INVESTOR 0% 3 60 0 1.24% 10.02%
Foreign Large Growth UMBWX SCOUT INTERNATIONAL 0% 3 60 0 0.95% 2.91%
Foreign Large Growth SWOIX LAUDUS INTERNATIONAL MARKETMASTERS INV 0% 3 60 0 1.41% 0%
Foreign Large Blend VDMIX VANGUARD DEVELOPED MARKETS INDEX INV 0% 3 60 0 0.2% 0%
Others
Moderate Allocation PRWCX T. ROWE PRICE CAPITAL APPRECIATION 99% 3 60 0 0.98% 2%
Conservative Allocation AONIX AMERICAN CENTURY ONE CHOICE VRY CNSRVINV 96% 3 60 0 0.71% 2.79%
Market Neutral ARBFX ARBITRAGE R 96% 3 60 0 1.35% 0%
Aggressive Allocation AOGIX AMERICAN CENTURY ONE CHOICE AGRSV INV 94% 3 60 0 0.93% 2.05%
Conservative Allocation JSPCX JANUS GLOBAL ALLOCATION CNSRV T 92% 3 60 0 1.12% 1.63%
Conservative Allocation PRSIX T. ROWE PRICE PERSONAL STRAT INCOME 92% 3 60 0 0.67% 3.7%
Moderate Allocation JABAX JANUS BALANCED T 91% 3 60 0 0.7% 3.12%
Moderate Allocation AOMIX AMERICAN CENTURY ONE CHOICE MOD INV 88% 3 60 0 0.87% 2.23%
Aggressive Allocation TRSGX T. ROWE PRICE PERSONAL STRAT GROWTH 88% 3 60 0 0.76% 6.57%
Aggressive Allocation JSPGX JANUS GLOBAL ALLOCATION GROWTH T 87% 3 60 0 1.18% 1.33%
Technology BUFTX BUFFALO DISCOVERY 86% 3 60 0 1% 0%
Financial RYFSX ROYCE FINANCIAL SERVICES SVC 78% 3 60 0 1.57% 7.99%
Industrials FCYIX FIDELITY SELECT INDUSTRIALS 74% 3 60 0 0.76% 0.72%
Natural Resources PNRZX PRUDENTIAL JENNISON NATURAL RESOURCES Z 65% 3 60 0 0.9% 2.22%
Natural Resources RYBIX RYDEX BASIC MATERIALS INV 64% 3 60 0 1.36% 3.77%
Consumer Defensive RYCIX RYDEX CONSUMER PRODUCTS INV 63% 3 60 0 2.36% 19.92%
Equity Energy RYEIX RYDEX ENERGY INV 62% 3 60 0 1.39% 2.67%
Communications PRMTX T. ROWE PRICE MEDIA & TELECOMMUNICATIONS 62% 3 60 0 0.77% 0.16%
Financial KMKNX KINETICS MARKET OPPORTUNITIES NO LOAD 60% 3 60 0 2.15% 0.78%
Health JAGLX JANUS GLOBAL LIFE SCIENCES T 59% 3 60 0 0.98% 0.06%
Technology PRGTX T. ROWE PRICE GLOBAL TECHNOLOGY 57% 3 60 0 0.95% 0%
EQUITY PRECIOUS METALS TGLDX TOCQUEVILLE GOLD 55% 3 60 0 1.28% 0%
Utilities GABUX GABELLI UTILITIES AAA 39% 3 60 0 1.39% 16.64%
EQUITY PRECIOUS METALS UPMMX USAA PRECIOUS METALS AND MINERALS ADV 25% 3 60 0 1.12% 0.78%
Consumer Cyclical ICCCX ICON CONSUMER DISCRETIONARY S 11% 3 60 0 1.71% 0%
Equity Energy ICENX ICON ENERGY S 3% 3 60 0 1.5% 0.47%
Long/Short Equity FMLSX WASATCH LONG/SHORT INVESTOR 0% 3 60 0 1.3% 0%
Long/Short Equity AMBEX ASTON/ANCHOR CAPITAL ENHANCED EQUITY N 0% 3 60 0 1.24% 0%
US EQUITY
SMALL BLEND PENNX ROYCE PENNSYLVANIA MUTUAL INVMT 100% 3 60 0 0.96% 0.36%
LARGE GROWTH JENSX JENSEN QUALITY GROWTH J 100% 3 60 0 0.82% 0.74%
LARGE GROWTH PRGFX T. ROWE PRICE GROWTH STOCK 100% 3 60 0 0% 0%
SMALL BLEND NAESX VANGUARD SMALL CAP INDEX INV 99% 3 60 0 0.03% 1.4%
LARGE BLEND OAKMX OAKMARK I 99% 3 60 0 0.63% 0.98%
LARGE GROWTH SNIGX SIT LARGE CAP GROWTH 98% 3 60 0 1% 0.06%
MID-CAP VALUE JMCVX PERKINS MID CAP VALUE T 98% 3 60 0 0.91% 1%
LARGE BLEND PRBLX PARNASSUS EQUITY INCOME - INV 98% 3 60 0 0.82% 0.51%
LARGE VALUE AAGPX AMERICAN BEACON LG CAP VALUE INV 98% 3 60 0 0.94% 1.57%
LARGE BLEND VFINX VANGUARD 500 INDEX INV 98% 3 60 0 0.14% 1.27%
MID-CAP BLEND VIMSX VANGUARD MID CAP INDEX INV 97% 3 60 0 0.04% 1.35%
LARGE VALUE DODGX DODGE & COX STOCK 93% 3 60 0 0.52% 4.95%
SMALL BLEND PVFAX PARADIGM VALUE 91% 3 60 0 1.5% 7.74%
MID-CAP VALUE ACMVX AMERICAN CENTURY MID CAP VALUE INV 89% 3 60 0 1.23% 1.65%
SMALL VALUE NOSGX NORTHERN SMALL CAP VALUE 89% 3 60 0 1% 1.46%
Mid-Cap Growth BUFMX BUFFALO MID CAP 81% 3 60 0 0.88% 0%
SMALL BLEND NSIDX NORTHERN SMALL CAP INDEX 78% 3 60 0 0.1% 0%
SMALL BLEND STSCX STRATTON SMALL-CAP VALUE 76% 3 60 0 0.9% 39.46%
LARGE BLEND NOSIX NORTHERN STOCK INDEX 74% 3 60 0 0.05% 1.06%
Mid-Cap Growth NBGAX NEUBERGER BERMAN GENESIS ADV 55% 3 60 0 0.84% 0%
MID-CAP BLEND CHTTX ASTON/FAIRPOINTE MID CAP N 52% 3 60 0 0.76% 0.41%
LARGE GROWTH HCAIX HARBOR CAPITAL APPRECIATION INV 46% 3 60 0 0.67% 0%
LARGE VALUE CHDEX CULLEN HIGH DIVIDEND EQUITY RETAIL 42% 3 60 0 0.75% 8.59%
LARGE VALUE TGIGX TCW DIVIDEND FOCUSED N 41% 3 60 0 0.7% 5.33%
Mid-Cap Growth AKREX AKRE FOCUS RETAIL 26% 3 60 0 1.3% 3.59%
SMALL BLEND FMIOX FMI FOCUS 1% 3 60 0 1.26% 0%
Mid-Cap Growth STCSX WELLS FARGO ADVANTAGE COMMON STOCK INV 0% 3 60 0 1.3% 0%
Small Growth RYOHX ROYCE 100 SVC 0% 3 60 0 1.47% 17.54%
SMALL BLEND PARSX PARNASSUS SMALL-CAP 0% 3 60 0 1.2% 0%
MID-CAP VALUE DEFIX DELAFIELD FUND 0% 3 60 0 1.25% 0%
FIXED INCOME
Short-Term Bond VBISX VANGUARD SHORT-TERM BOND INDEX INV 100% 3 60 0 0.07% 2.54%
Intermediate-Term Bond VBIIX VANGUARD INTERM-TERM BOND INDEX INV 100% 3 60 0 0.07% 3.21%
Inflation-Protected Bond VIPSX VANGUARD INFLATION-PROTECTED SECS INV 98% 3 60 0 0.07% 4.24%
Muni National Interm VWITX VANGUARD INTERM-TERM TX-EX INV 97% 3 60 0 0.17% 2.7%
Short-Term Bond JASBX JANUS SHORT-TERM BOND T 96% 3 60 0 0.53% 3.66%
Muni National Short VWSTX VANGUARD SHORT-TERM TX-EX 95% 3 60 0 0.09% 2.35%
Intermediate Government CPTNX AMERICAN CENTURY GOVERNMENT BOND INV 94% 3 60 0 0.36% 3.7%
Short-Term Bond PRWBX T. ROWE PRICE SHORT-TERM BOND 93% 3 60 0 0.46% 3.32%
Inflation-Protected Bond ACITX AMERICAN CENTURY INFL-ADJ BOND INV 92% 3 60 0 0.76% 4.48%
Intermediate-Term Bond MBDFX MANAGERS PIMCO BOND 90% 3 60 0 0.55% 2.65%
Intermediate-Term Bond DODIX DODGE & COX INCOME 87% 3 60 0 0.33% 3.91%
Emerging Markets Bond PREMX T. ROWE PRICE EMERGING MARKETS BOND 87% 3 60 0 0.99% 5.13%
Intermediate-Term Bond WTIBX WESTCORE PLUS BOND 86% 3 60 0 0.4% 3.62%
Muni National Interm TWTIX AMERICAN CENTURY INTERMTRM TX-FR BD INV 85% 3 60 0 0.26% 2.99%
Intermediate-Term Bond MGFIX MANAGERS BOND SERVICE 81% 3 60 0 0.68% 2.67%
Muni National Short DSIBX DREYFUS SHORT-INTERM MUNI BOND D 80% 3 60 0 0.49% 1.22%
High Yield Muni ABHYX AMERICAN CENTURY HIGH-YIELD MUNI INV 80% 3 60 0 1.59% 4.04%
Muni National Long NOTEX NORTHERN TAX-EXEMPT 72% 3 60 0 0.45% 2.97%
High Yield Bond BJBHX ABERDEEN GLOBAL HIGH INCOME A 66% 3 60 0 1.03% 7.16%
High Yield Bond PAXHX PAX WORLD HIGH YIELD BOND INDIVIDUAL INV 64% 3 60 0 0.67% 5.47%
WORLD BOND PFODX PIMCO FOREIGN BOND (USD-HEDGED) D 0% 3 60 0 0.9% 1%
Muni National Short STSMX WELLS FARGO ADVANTAGE S/T MUNI BD INV 0% 3 60 0 0.63% 0%
Muni National Interm MITFX BMO INTERMEDIATE TAX-FREE Y 0% 3 60 0 0.54% 2.14%
Emerging Markets Bond PEMDX PIMCO EMERGING MARKETS BOND D 0% 3 60 0 1.25% 4.43%
Average Expense Ratio: 0.87%
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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 -15.6% -15.0% 1.6% 3.1% 4.3% 4.2%

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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*
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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
The plan consists of 102 funds. It covers 5 major asset classes and 44 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Fixed Income, Emerging Market Equity and REITs.

This is an application to Etrade All Star Funds. All of funds have a 90 day minimum holding period,  which is the default option.



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