MyPlanIQ US-15-narrow-sectors+GOLD+REIT+BONDS-FEB2014

US-15-narrow-sectors+GOLD+REIT+BONDS-FEB2014

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR iyr
Global Real Estate RWX rwx
REAL ESTATE REM rem
Others
Industrials IYT iyt
MISCELLANEOUS SECTOR PHO pho
Financial KIE kie
COMMODITIES
Commodities Precious Metals GLD gld
Commodities Precious Metals IAU iau
US EQUITY
LARGE BLEND VTI vti
LARGE BLEND IWV iwv
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR iyr
Global Real Estate RWX rwx
REAL ESTATE REM rem
Others
Industrials IYT iyt
MISCELLANEOUS SECTOR PHO pho
Financial KIE kie
MISCELLANEOUS SECTOR PSP psp
Technology XSD xsd
Financial IAI iai
Natural Resources IGE ige
Financial KBE kbe
Financial KCE kce
Financial KRE kre
Industrials PPA ppa
MISCELLANEOUS SECTOR QCLN qcln
Technology QTEC qtec
MISCELLANEOUS SECTOR PZD pzd
Financial RWW rww
COMMODITIES
Commodities Precious Metals GLD gld
Commodities Precious Metals IAU iau
US EQUITY
LARGE BLEND VTI vti
LARGE BLEND IWV iwv
FIXED INCOME
Intermediate-Term Bond AGG agg
LONG GOVERNMENT IEF ief
SHORT GOVERNMENT SHY shy
WORLD BOND BWX bwx
High Yield Bond HYG hyg
Total Available Funds: 27
  • 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% 1 60 0 0.4% 2.84%
Global Real Estate RWX rwx 98% 1 60 0 0.59% 4.27%
REAL ESTATE REM rem 92% 1 60 0 0.48% 9.97%
Others
Industrials IYT iyt 94% 1 60 0 0.4% 1.18%
MISCELLANEOUS SECTOR PHO pho 94% 1 60 0 0.6% 0.56%
Financial KIE kie 93% 1 60 0 0.35% 1.32%
MISCELLANEOUS SECTOR PSP psp 93% 1 60 0 1.06% 3.83%
Technology XSD xsd 93% 1 60 0 0.35% 0.31%
Financial IAI iai 89% 1 60 0 0.4% 1.77%
Natural Resources IGE ige 88% 1 60 0 0.41% 2.84%
Financial KBE kbe 85% 1 60 0 0.35% 2.93%
Financial KCE kce 85% 1 60 0 0.35% 1.72%
Financial KRE kre 85% 1 60 0 0.35% 3.26%
Industrials PPA ppa 83% 1 60 0 0.58% 0.63%
MISCELLANEOUS SECTOR QCLN qcln 82% 1 60 0 0.58% 0.78%
Technology QTEC qtec 82% 1 60 0 0.57% 0.13%
MISCELLANEOUS SECTOR PZD pzd 81% 1 60 0 0.55% 1.09%
Financial RWW rww 72% 1 60 0 0.45% 1.78%
COMMODITIES
Commodities Precious Metals GLD gld 93% 1 60 0 0.4% 0%
Commodities Precious Metals IAU iau 79% 1 60 0 0.25% 0%
US EQUITY
LARGE BLEND VTI vti 96% 1 60 0 0.03% 1.35%
LARGE BLEND IWV iwv 96% 1 60 0 0.2% 1.22%
FIXED INCOME
Intermediate-Term Bond AGG agg 100% 1 60 0 0.03% 3.24%
LONG GOVERNMENT IEF ief 100% 1 60 0 0.15% 3.01%
SHORT GOVERNMENT SHY shy 98% 1 60 0 0.15% 3.11%
WORLD BOND BWX bwx 97% 1 60 0 0.35% 1.72%
High Yield Bond HYG hyg 94% 1 60 0 0.49% 5.79%
Average Expense Ratio: 0.4%
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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 27 funds, some of them are: RWX, IYR, REM, GLD, IAU, IGE.


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