MyPlanIQ JJJ-USnarrow-May2014

JJJ-USnarrow-May2014

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
Others
Natural Resources MOO moo
Industrials IYT iyt
Financial KIE kie
FIXED INCOME
High Yield Bond LBHIX lbhix
High Yield Bond RITFX ritfx
High Yield Bond FIHBX fihbx
Total Available Funds: 22
Asset Class Ticker Description Rating
Others
Natural Resources MOO moo
Industrials IYT iyt
Financial KIE kie
Technology XSD xsd
Natural Resources CUT cut
Financial IAI iai
Financial IAT iat
Equity Energy IEO ieo
Equity Energy IEZ iez
Natural Resources IGE ige
Technology IGV igv
Health IHF ihf
Health IHI ihi
Financial KBE kbe
Financial KCE kce
Equity Energy PUW puw
Industrials PPA ppa
Natural Resources SLX slx
Natural Resources XME xme
FIXED INCOME
High Yield Bond LBHIX lbhix
High Yield Bond RITFX ritfx
High Yield Bond FIHBX fihbx
Total Available Funds: 22
  • 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
Natural Resources MOO moo 95% 1 60 0 0.53% 3.08%
Industrials IYT iyt 94% 1 60 0 0.4% 1.18%
Financial KIE kie 93% 1 60 0 0.35% 1.32%
Technology XSD xsd 93% 1 60 0 0.35% 0.31%
Natural Resources CUT cut 91% 1 60 0 0.67% 2.46%
Financial IAI iai 89% 1 60 0 0.4% 1.77%
Financial IAT iat 89% 1 60 0 0.4% 3.68%
Equity Energy IEO ieo 89% 1 60 0 0.4% 2.93%
Equity Energy IEZ iez 88% 1 60 0 0.4% 1.02%
Natural Resources IGE ige 88% 1 60 0 0.41% 2.84%
Technology IGV igv 88% 1 60 0 0.41% 0.01%
Health IHF ihf 88% 1 60 0 0.4% 0.78%
Health IHI ihi 88% 1 60 0 0.4% 0.5%
Financial KBE kbe 85% 1 60 0 0.35% 2.93%
Financial KCE kce 85% 1 60 0 0.35% 1.72%
Equity Energy PUW puw 83% 1 60 0 0.7% 0.4%
Industrials PPA ppa 83% 1 60 0 0.58% 0.63%
Natural Resources SLX slx 81% 1 60 0 0.56% 3.97%
Natural Resources XME xme 79% 1 60 0 0.35% 1.06%
FIXED INCOME
High Yield Bond LBHIX lbhix 91% 1 60 0 0.55% 5.75%
High Yield Bond RITFX ritfx 89% 1 60 0 0.72% 6.72%
High Yield Bond FIHBX fihbx 79% 1 60 0 0.5% 4.91%
Average Expense Ratio: 0.46%
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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*
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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 22 funds, some of them are: IGV, IGE, PPA, KCE, KIE, KBE.


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