MyPlanIQ Major Brokerage Investor WealthcareIQ Select Mrkt Cap ETFs

WealthcareIQ Select Mrkt Cap ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index
Foreign Large Growth PIZ PowerShares DWA Dev Mkts Technical Ldrs
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx
Others
Technology FDN First Trust Dow Jones Internet Index
Utilities FXU First Trust Utilities AlphaDEX
Equity Energy PXI PowerShares Dynamic Energy
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
High Yield Bond JNK SPDR Barclays Capital High Yield Bond
WORLD BOND PICB PowerShares International Corporate Bond
Total Available Funds: 23
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index
Foreign Large Growth PIZ PowerShares DWA Dev Mkts Technical Ldrs
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx
Others
Technology FDN First Trust Dow Jones Internet Index
Utilities FXU First Trust Utilities AlphaDEX
Equity Energy PXI PowerShares Dynamic Energy
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
High Yield Bond JNK SPDR Barclays Capital High Yield Bond
WORLD BOND PICB PowerShares International Corporate Bond
Short-Term Bond SCPB SPDR Barclays Capital Short Term Corp Bd
US EQUITY
LARGE VALUE PWV PowerShares Dynamic Large Cap Value
LARGE BLEND SPY SPDR S&P 500
MID-CAP BLEND MDY SPDR S&P MidCap 400
LARGE GROWTH VUG Vanguard Growth ETF
Small Growth VBK Vanguard Small Cap Growth ETF
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index
LARGE GROWTH QQQ PowerShares QQQ
Mid-Cap Growth RFG Guggenheim S&P Midcap 400 Pure Growth
SMALL BLEND VB Vanguard Small Cap ETF
SMALL VALUE JKL iShares Morningstar Small Value Index
Total Available Funds: 23
  • 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 VNQ Vanguard REIT Index ETF 95% 0 60 0 0.12% 4.08%
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF 97% 0 60 0 0.08% 3.51%
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index 100% 0 60 0 0.33% 2.9%
Foreign Large Growth PIZ PowerShares DWA Dev Mkts Technical Ldrs 98% 0 60 0 0.8% 1.76%
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx 92% 0 60 0 0.51% 6.63%
Others
Technology FDN First Trust Dow Jones Internet Index 93% 0 60 0 0.52% 0%
Utilities FXU First Trust Utilities AlphaDEX 89% 0 60 0 0.64% 2.62%
Equity Energy PXI PowerShares Dynamic Energy 82% 0 60 0 0.6% 1.83%
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF 99% 0 60 0 0.07% 3.22%
High Yield Bond JNK SPDR Barclays Capital High Yield Bond 93% 0 60 0 0.4% 6.43%
WORLD BOND PICB PowerShares International Corporate Bond 41% 0 60 0 0.5% 2.12%
Short-Term Bond SCPB SPDR Barclays Capital Short Term Corp Bd 0% 0 60 0 0.13% 1.22%
US EQUITY
LARGE VALUE PWV PowerShares Dynamic Large Cap Value 100% 0 60 0 0.55% 2.04%
LARGE BLEND SPY SPDR S&P 500 100% 0 60 0 0.09% 1.3%
MID-CAP BLEND MDY SPDR S&P MidCap 400 100% 0 60 0 0.24% 1.16%
LARGE GROWTH VUG Vanguard Growth ETF 99% 0 60 0 0.04% 0.53%
Small Growth VBK Vanguard Small Cap Growth ETF 98% 0 60 0 0.07% 0.64%
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index 98% 0 60 0 0.18% 1.71%
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index 98% 0 60 0 0.17% 1.03%
LARGE GROWTH QQQ PowerShares QQQ 98% 0 60 0 0.2% 0.54%
Mid-Cap Growth RFG Guggenheim S&P Midcap 400 Pure Growth 97% 0 60 0 0.35% 0.86%
SMALL BLEND VB Vanguard Small Cap ETF 96% 0 60 0 0.03% 1.51%
SMALL VALUE JKL iShares Morningstar Small Value Index 0% 0 60 0 0.06% 1.77%
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 -0.3% 6.3% 0.4% 6.6% 5.0% 7.3%

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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 23 funds. It covers 5 major asset classes and 21 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, US Equity, REITs and Emerging Market Equity.

Powershares Dynamic Large Cap Value

PWV

Powershares QQQ

QQQ

SPDR S&P 500

SPY

Vanguard Growth ETF

VUG

iShares S&P MidCap 400 Growth Indx

IJK

iShares S&P MidCap 400 Value Indx

IJJ

Rydex S&P Midcap 400 Pure Growth

RFG

SPDR S&P Midcap 400

MDY

iShares Morningstar Small Value Idx

JKL

Vanguard Small Cap ETF

VB

Vanguard Small Cap Growth ETF

VBK

iShares Int'l Select Div

IDV

iSharesMSCI EAFE

EFA

Powershares DWA Dev Mrkt

PIZ

Vanguard MSCI Emerging Markets ETF

VWO

Vanguard REIT Index

VNQ

Vanguard Intermediate Term Bd

BIV

Vanguard Short-Term Corp Bd

SCPB

Powershares Int'l Corp Bd

PICB

SPDR Barclays High  Yield Bd

JNK

Vanguard REIT Index

VNQ

First Trust Dow Jones Internet Idx

FDN

First Trust Utilities AlphaDEX

FXU

Powershares DWA Energy

PXI






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