MyPlanIQ Retirement Income ETF TAA (12/09/13)

Retirement Income ETF TAA (12/09/13)

This Plan is unrated.
Investment Options
Total Available Funds: 36
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR IYR
REAL ESTATE VNQ VNQ
Emerging Market
DIVERSIFIED EMERGING MKTS EEM EEM
DIVERSIFIED EMERGING MKTS DEM DEM
DIVERSIFIED EMERGING MKTS VWO VWO
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA
EUROPE STOCK VGK VGK
Foreign Large Value IDV IDV
Others
Utilities XLU XLU
Consumer Defensive XLP XLP
Equity Energy AMJ AMJ
Total Available Funds: 36
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR IYR
REAL ESTATE VNQ VNQ
Emerging Market
DIVERSIFIED EMERGING MKTS EEM EEM
DIVERSIFIED EMERGING MKTS DEM DEM
DIVERSIFIED EMERGING MKTS VWO VWO
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA
EUROPE STOCK VGK VGK
Foreign Large Value IDV IDV
Others
Utilities XLU XLU
Consumer Defensive XLP XLP
Equity Energy AMJ AMJ
US EQUITY
MID-CAP VALUE DVY DVY
LARGE VALUE DIA DIA
LARGE VALUE SDY SDY
LARGE VALUE VYM VYM
LARGE BLEND VIG VIG
LARGE VALUE SPLV SPLV
LARGE VALUE USMV USMV
FIXED INCOME
LONG GOVERNMENT IEF IEF
Muni National Short SHM SHM
Intermediate-Term Bond BND BND
Short-Term Bond BSV BSV
Muni National Interm MUB MUB
Intermediate-Term Bond MBB MBB
Intermediate Government IEI IEI
SHORT GOVERNMENT SHY SHY
Inflation-Protected Bond TIP TIP
High Yield Bond HYG HYG
Long-Term Bond LQD LQD
Bank Loan BKLN BKLN
Short-Term Bond VCSH VCSH
Long-Term Bond PFF PFF
Intermediate-Term Bond BOND BOND
High Yield Bond SJNK SJNK
Intermediate-Term Bond CIU CIU
Short-Term Bond CSJ CSJ
Total Available Funds: 36
  • 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% 0 60 0 0.4% 2.84%
REAL ESTATE VNQ VNQ 95% 0 60 0 0.12% 4.08%
Emerging Market
DIVERSIFIED EMERGING MKTS EEM EEM 100% 0 60 0 0.7% 2.63%
DIVERSIFIED EMERGING MKTS DEM DEM 99% 0 60 0 0.63% 5.4%
DIVERSIFIED EMERGING MKTS VWO VWO 97% 0 60 0 0.08% 3.51%
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA 97% 0 60 0 0.05% 3.11%
EUROPE STOCK VGK VGK 96% 0 60 0 0.09% 3.12%
Foreign Large Value IDV IDV 92% 0 60 0 0.51% 6.63%
Others
Utilities XLU XLU 96% 0 60 0 0.09% 3.45%
Consumer Defensive XLP XLP 96% 0 60 0 0.09% 2.54%
Equity Energy AMJ AMJ 53% 0 60 0 0.85% 6.67%
US EQUITY
MID-CAP VALUE DVY DVY 100% 0 60 0 0.38% 3.84%
LARGE VALUE DIA DIA 98% 0 60 0 0.16% 1.74%
LARGE VALUE SDY SDY 94% 0 60 0 0.35% 2.62%
LARGE VALUE VYM VYM 94% 0 60 0 0.08% 3.01%
LARGE BLEND VIG VIG 93% 0 60 0 0.08% 1.8%
LARGE VALUE SPLV SPLV 21% 0 60 0 0.25% 2.44%
LARGE VALUE USMV USMV 19% 0 60 0 0.15% 1.28%
FIXED INCOME
LONG GOVERNMENT IEF IEF 100% 0 60 0 0.15% 3.01%
Muni National Short SHM SHM 99% 0 60 0 0.2% 1.2%
Intermediate-Term Bond BND BND 99% 0 60 0 0.15% 3.19%
Short-Term Bond BSV BSV 99% 0 60 0 0.07% 2.56%
Muni National Interm MUB MUB 99% 0 60 0 0.05% 2.69%
Intermediate-Term Bond MBB MBB 99% 0 60 0 0.04% 3.54%
Intermediate Government IEI IEI 98% 0 60 0 0.15% 2.48%
SHORT GOVERNMENT SHY SHY 98% 0 60 0 0.15% 3.11%
Inflation-Protected Bond TIP TIP 97% 0 60 0 0.19% 2.76%
High Yield Bond HYG HYG 94% 0 60 0 0.49% 5.79%
Long-Term Bond LQD LQD 64% 0 60 0 0.14% 4.15%
Bank Loan BKLN BKLN 39% 0 60 0 0.65% 8.83%
Short-Term Bond VCSH VCSH 36% 0 60 0 0.04% 3.02%
Long-Term Bond PFF PFF 32% 0 60 0 0.46% 6.39%
Intermediate-Term Bond BOND BOND 30% 0 60 0 0.56% 4.01%
High Yield Bond SJNK SJNK 29% 0 60 0 0.4% 7.1%
Intermediate-Term Bond CIU CIU 5% 0 60 0 0.2% 1.8%
Short-Term Bond CSJ CSJ 0% 0 60 0 0.2% 1.27%
Average Expense Ratio: 0.26%
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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 36 funds, some of them are: DEM, EEM, VWO, VNQ, IYR, IDV.
New Retirement Income ETF plan - reduced funds from 41 to 36 and used higher average volume threshold


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