MyPlanIQ Major Brokerage Investor test_Fidelity Commission Free ETFs

test_Fidelity Commission Free ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 65
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS BKF iShares MSCI BRIC Index
India Equity INDY iShares S&P India Nifty 50 Index
DIVERSIFIED EMERGING MKTS EEMS iShares MSCI Emg Mkts Small Cap
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
Global Real Estate IFGL iShares FTSE EPRA/NAREIT Dev RE ex-US
INTERNATIONAL EQUITY
WORLD STOCK ACWI iShares MSCI ACWI Index
PACIFIC/ASIA EX-JAPAN STK AAXJ iShares MSCI All Country Asia ex Jpn Idx
Foreign Small/Mid Blend SCZ iShares MSCI EAFE Small Cap Index
Others
MISCELLANEOUS SECTOR PFF iShares S&P U.S. Preferred Stock Index
Natural Resources VEGI iShares MSCI Global Agriculture Prod
EQUITY PRECIOUS METALS RING iShares MSCI Global Gold Miners
Total Available Funds: 65
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS BKF iShares MSCI BRIC Index
India Equity INDY iShares S&P India Nifty 50 Index
DIVERSIFIED EMERGING MKTS EEMS iShares MSCI Emg Mkts Small Cap
DIVERSIFIED EMERGING MKTS EEMV iShares MSCI Emerging Mkt Min Vol Index
DIVERSIFIED EMERGING MKTS DVYE iShares Emerging Markets Dividend
China Region MCHI iShares MSCI China Index
Latin America Stock ILF iShares S&P Latin America 40 Index
DIVERSIFIED EMERGING MKTS IEMG iShares Core MSCI Emerging Markets ETF
DIVERSIFIED EMERGING MKTS FM iShares MSCI Frontier 100 Index
DIVERSIFIED EMERGING MKTS EEME iShares MSCI Emerging Markets EMEA
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
Global Real Estate IFGL iShares FTSE EPRA/NAREIT Dev RE ex-US
INTERNATIONAL EQUITY
WORLD STOCK ACWI iShares MSCI ACWI Index
PACIFIC/ASIA EX-JAPAN STK AAXJ iShares MSCI All Country Asia ex Jpn Idx
Foreign Small/Mid Blend SCZ iShares MSCI EAFE Small Cap Index
EUROPE STOCK IEV iShares S&P Europe 350 Index
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx
JAPAN STOCK EWJ iShares MSCI Japan Index
Foreign Large Value EFAV iShares MSCI EAFE Min Volatility
Foreign Large Blend IXUS iShares Core MSCI Total Intl Stk ETF
Foreign Large Blend IEFA iShares Core MSCI EAFE ETF
Others
MISCELLANEOUS SECTOR PFF iShares S&P U.S. Preferred Stock Index
Natural Resources VEGI iShares MSCI Global Agriculture Prod
EQUITY PRECIOUS METALS RING iShares MSCI Global Gold Miners
EQUITY PRECIOUS METALS SLVP iShares MSCI Global Silver Miners
Natural Resources PICK iShares MSCI Gbl Sel Metals & Mining Prd
FIXED INCOME
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury
Muni California Long CMF iShares S&P CA AMT-Free Municipal Bd
Intermediate Government AGZ iShares Barclays Agency Bond
Intermediate-Term Bond GVI iShares Barclays Interm Govt/Credit Bond
Muni National Long MUB iShares S&P National AMT-Free Muni Bd
Intermediate-Term Bond MBB iShares Barclays MBS Bond
Muni National Short SUB iShares S&P S/T Natnl AMT-Free Muni Bd
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
Muni New York Long NYF iShares S&P NY AMT-Free Municipal Bd
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond
WORLD BOND IGOV iShares S&P/Citi Intl Treasury Bond
Emerging Markets Bond LEMB iShares Emerging Markets Local Cur Bond
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond
WORLD BOND ISHG iShares S&P/Citi 1-3 Yr Intl Treasury Bd
Short-Term Bond FLOT iShares Floating Rate Note
Inflation-Protected Bond STIP iShares Barclays 0-5 Year TIPS Bond
Intermediate Government GOVT iShares Barclays U.S. Treasury Bond
Intermediate Government GNMA iShares Barclays GNMA Bond
Intermediate-Term Bond ISTB iShares Core Short-Term US Bond ETF
Long-Term Bond ILTB iShares Core Long-Term US Bond ETF
WORLD BOND ITIP iShares Intnl Inflation-Linked Bond Fund
US EQUITY
MID-CAP VALUE DVY iShares Dow Jones Select Dividend Index
Small Growth IJT iShares S&P SmallCap 600 Growth
LARGE GROWTH IVW iShares S&P 500 Growth Index
SMALL VALUE IJS iShares S&P SmallCap 600 Value Index
LARGE VALUE IVE iShares S&P 500 Value Index
SMALL BLEND IWC iShares Russell Microcap Index
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index
SMALL BLEND IJR iShares S&P SmallCap 600 Index
MID-CAP BLEND IJH iShares S&P MidCap 400 Index
LARGE BLEND IVV iShares S&P 500 Index
LARGE BLEND OEF iShares S&P 100 Index
LARGE VALUE USMV iShares MSCI USA Min Volatility
LARGE BLEND ITOT iShares Core S&P Total US Stock Mkt ETF
Total Available Funds: 65
  • 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 BKF iShares MSCI BRIC Index 99% 1 60 0 0.7% 1.7%
India Equity INDY iShares S&P India Nifty 50 Index 57% 1 60 0 0.89% 0.14%
DIVERSIFIED EMERGING MKTS EEMS iShares MSCI Emg Mkts Small Cap 38% 1 60 0 0.7% 0.57%
DIVERSIFIED EMERGING MKTS EEMV iShares MSCI Emerging Mkt Min Vol Index 38% 1 60 0 0.25% 0.85%
DIVERSIFIED EMERGING MKTS DVYE iShares Emerging Markets Dividend 35% 1 60 0 0.49% 6.29%
China Region MCHI iShares MSCI China Index 17% 1 60 0 0.58% 1.04%
Latin America Stock ILF iShares S&P Latin America 40 Index 10% 1 60 0 0.48% 4.76%
DIVERSIFIED EMERGING MKTS IEMG iShares Core MSCI Emerging Markets ETF 3% 1 60 0 0.09% 0.96%
DIVERSIFIED EMERGING MKTS FM iShares MSCI Frontier 100 Index 3% 1 60 0 0.8% 1.63%
DIVERSIFIED EMERGING MKTS EEME iShares MSCI Emerging Markets EMEA 0% 1 60 0 0.49% 3.11%
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate 100% 1 60 0 0.4% 2.84%
Global Real Estate IFGL iShares FTSE EPRA/NAREIT Dev RE ex-US 97% 1 60 0 0.48% 1.97%
INTERNATIONAL EQUITY
WORLD STOCK ACWI iShares MSCI ACWI Index 96% 1 60 0 0.32% 1.79%
PACIFIC/ASIA EX-JAPAN STK AAXJ iShares MSCI All Country Asia ex Jpn Idx 95% 1 60 0 0.7% 2.27%
Foreign Small/Mid Blend SCZ iShares MSCI EAFE Small Cap Index 95% 1 60 0 0.4% 2.99%
EUROPE STOCK IEV iShares S&P Europe 350 Index 93% 1 60 0 0.67% 2.73%
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx 92% 1 60 0 0.51% 6.63%
JAPAN STOCK EWJ iShares MSCI Japan Index 32% 1 60 0 0.5% 1.88%
Foreign Large Value EFAV iShares MSCI EAFE Min Volatility 28% 1 60 0 0.2% 1.92%
Foreign Large Blend IXUS iShares Core MSCI Total Intl Stk ETF 3% 1 60 0 0.07% 1.53%
Foreign Large Blend IEFA iShares Core MSCI EAFE ETF 3% 1 60 0 0.07% 1.84%
Others
MISCELLANEOUS SECTOR PFF iShares S&P U.S. Preferred Stock Index 32% 1 60 0 0.46% 6.39%
Natural Resources VEGI iShares MSCI Global Agriculture Prod 25% 1 60 0 0.39% 1.11%
EQUITY PRECIOUS METALS RING iShares MSCI Global Gold Miners 24% 1 60 0 0.39% 0.86%
EQUITY PRECIOUS METALS SLVP iShares MSCI Global Silver Miners 24% 1 60 0 0.39% 0.39%
Natural Resources PICK iShares MSCI Gbl Sel Metals & Mining Prd 19% 1 60 0 0.39% 1.84%
FIXED INCOME
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond 100% 1 60 0 0.03% 3.24%
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury 100% 1 60 0 0.15% 3.01%
Muni California Long CMF iShares S&P CA AMT-Free Municipal Bd 100% 1 60 0 0.08% 2.32%
Intermediate Government AGZ iShares Barclays Agency Bond 99% 1 60 0 0.2% 3.22%
Intermediate-Term Bond GVI iShares Barclays Interm Govt/Credit Bond 99% 1 60 0 0.2% 2.86%
Muni National Long MUB iShares S&P National AMT-Free Muni Bd 99% 1 60 0 0.05% 2.69%
Intermediate-Term Bond MBB iShares Barclays MBS Bond 99% 1 60 0 0.04% 3.54%
Muni National Short SUB iShares S&P S/T Natnl AMT-Free Muni Bd 98% 1 60 0 0.07% 1.77%
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond 98% 1 60 0 0.15% 3.11%
Inflation-Protected Bond TIP iShares Barclays TIPS Bond 97% 1 60 0 0.19% 2.76%
Muni New York Long NYF iShares S&P NY AMT-Free Municipal Bd 96% 1 60 0 0.25% 2.4%
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd 94% 1 60 0 0.49% 5.79%
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond 94% 1 60 0 0.39% 4.84%
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond 91% 1 60 0 0.15% 3.59%
WORLD BOND IGOV iShares S&P/Citi Intl Treasury Bond 74% 1 60 0 0.35% 0%
Emerging Markets Bond LEMB iShares Emerging Markets Local Cur Bond 68% 1 60 0 0.3% 1.36%
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond 64% 1 60 0 0.14% 4.15%
WORLD BOND ISHG iShares S&P/Citi 1-3 Yr Intl Treasury Bd 46% 1 60 0 0.35% 0.18%
Short-Term Bond FLOT iShares Floating Rate Note 41% 1 60 0 0.15% 5.63%
Inflation-Protected Bond STIP iShares Barclays 0-5 Year TIPS Bond 38% 1 60 0 0.03% 2.84%
Intermediate Government GOVT iShares Barclays U.S. Treasury Bond 14% 1 60 0 0.05% 2.64%
Intermediate Government GNMA iShares Barclays GNMA Bond 14% 1 60 0 0.1% 3.46%
Intermediate-Term Bond ISTB iShares Core Short-Term US Bond ETF 3% 1 60 0 0.06% 3%
Long-Term Bond ILTB iShares Core Long-Term US Bond ETF 1% 1 60 0 0.06% 4.38%
WORLD BOND ITIP iShares Intnl Inflation-Linked Bond Fund 0% 1 60 0 0.4% 0%
US EQUITY
MID-CAP VALUE DVY iShares Dow Jones Select Dividend Index 100% 1 60 0 0.38% 3.84%
Small Growth IJT iShares S&P SmallCap 600 Growth 99% 1 60 0 0.18% 1%
LARGE GROWTH IVW iShares S&P 500 Growth Index 99% 1 60 0 0.18% 0.93%
SMALL VALUE IJS iShares S&P SmallCap 600 Value Index 99% 1 60 0 0.18% 1.47%
LARGE VALUE IVE iShares S&P 500 Value Index 99% 1 60 0 0.18% 1.6%
SMALL BLEND IWC iShares Russell Microcap Index 98% 1 60 0 0.6% 1.15%
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index 98% 1 60 0 0.18% 1.71%
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index 98% 1 60 0 0.17% 1.03%
SMALL BLEND IJR iShares S&P SmallCap 600 Index 97% 1 60 0 0.06% 1.32%
MID-CAP BLEND IJH iShares S&P MidCap 400 Index 94% 1 60 0 0.05% 1.4%
LARGE BLEND IVV iShares S&P 500 Index 93% 1 60 0 0.03% 1.35%
LARGE BLEND OEF iShares S&P 100 Index 70% 1 60 0 0.2% 1.1%
LARGE VALUE USMV iShares MSCI USA Min Volatility 19% 1 60 0 0.15% 1.28%
LARGE BLEND ITOT iShares Core S&P Total US Stock Mkt ETF 2% 1 60 0 0.03% 1.03%
Average Expense Ratio: 0.29%
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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

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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.


Description
The plan consists of 65 funds. It covers 5 major asset classes and 39 minor asset classes. The major asset classes it covers are Emerging Market Equity, Foreign Equity, Fixed Income, US Equity and REITs.

Latest update in 4/2013 for expanded Fidelity Commission Free ETFs. 



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