MyPlanIQ US-Sector-Fds-SPDRs

US-Sector-Fds-SPDRs

This Plan is unrated.
Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
Equity Energy XLE xle
Utilities XLU xlu
Financial XLF xlf
US EQUITY
LARGE GROWTH QQQ QQQ
FIXED INCOME
LONG GOVERNMENT IEF IEF
Total Available Funds: 15
Asset Class Ticker Description Rating
Others
Equity Energy XLE xle
Utilities XLU xlu
Financial XLF xlf
Health XLV xlv
Consumer Defensive XLP xlp
Consumer Cyclical XLY xly
Industrials XLI xli
Technology XLK xlk
Natural Resources XLB xlb
Health IBB IBB
Technology FDN fdn
Health XPH XPH
Consumer Cyclical XRT XRT
US EQUITY
LARGE GROWTH QQQ QQQ
FIXED INCOME
LONG GOVERNMENT IEF IEF
Total Available Funds: 15
  • 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
Others
Equity Energy XLE xle 96% 1 60 0 0.09% 3.46%
Utilities XLU xlu 96% 1 60 0 0.09% 3.45%
Financial XLF xlf 96% 1 60 0 0.09% 1.59%
Health XLV xlv 96% 1 60 0 0.09% 1.5%
Consumer Defensive XLP xlp 96% 1 60 0 0.09% 2.54%
Consumer Cyclical XLY xly 95% 1 60 0 0.09% 0.75%
Industrials XLI xli 95% 1 60 0 0.09% 1.53%
Technology XLK xlk 95% 1 60 0 0.09% 0.7%
Natural Resources XLB xlb 95% 1 60 0 0.09% 1.95%
Health IBB IBB 94% 1 60 0 0.45% 0.25%
Technology FDN fdn 93% 1 60 0 0.52% 0%
Health XPH XPH 79% 1 60 0 0.35% 1.38%
Consumer Cyclical XRT XRT 78% 1 60 0 0.35% 1.32%
US EQUITY
LARGE GROWTH QQQ QQQ 98% 1 60 0 0.2% 0.54%
FIXED INCOME
LONG GOVERNMENT IEF IEF 100% 1 60 0 0.15% 3.01%
Average Expense Ratio: 0.19%
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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 15 funds, some of them are: XLY, XLP, XLE, XLI, XLB, XLK.


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