MyPlanIQ Major Brokerage Investor Scott Trade No Load No Transaction Fee Index Mutual Funds

Scott Trade No Load No Transaction Fee Index Mutual Funds

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Inv
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx
INTERNATIONAL EQUITY
EUROPE STOCK VEURX Vanguard European Stock Index Inv
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Inv
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv
Small Growth VISGX Vanguard Small Cap Growth Index Inv
SMALL BLEND NAESX Vanguard Small Cap Index Inv
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index Inv
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx
INTERNATIONAL EQUITY
EUROPE STOCK VEURX Vanguard European Stock Index Inv
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Inv
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv
Foreign Small/Mid Blend VFSVX Vanguard FTSE All-Wld ex-US SmCp Idx Inv
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv
Small Growth VISGX Vanguard Small Cap Growth Index Inv
SMALL BLEND NAESX Vanguard Small Cap Index Inv
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv
LARGE BLEND VFINX Vanguard 500 Index Investor
LARGE GROWTH VIGRX Vanguard Growth Index Inv
MID-CAP BLEND VEXMX Vanguard Extended Market Idx Inv
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv
LARGE VALUE VIVAX Vanguard Value Index Inv
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv
Total Available Funds: 18
  • 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 VGSIX Vanguard REIT Index Inv 81% 3 4 2 0.12% 3.94%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX Vanguard Emerging Mkts Stock Idx 99% 3 4 2 0.08% 3.29%
INTERNATIONAL EQUITY
EUROPE STOCK VEURX Vanguard European Stock Index Inv 87% 3 4 2 0.09% 2.98%
DIVERSIFIED PACIFIC/ASIA VPACX Vanguard Pacific Stock Index Inv 19% 3 4 2 0.08% 2.88%
Foreign Large Blend VGTSX Vanguard Total Intl Stock Index Inv 16% 3 4 2 0.08% 3.12%
Foreign Small/Mid Blend VFSVX Vanguard FTSE All-Wld ex-US SmCp Idx Inv 0% 3 4 2 0.22% 2.73%
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv 100% 3 4 2 0.06% 1.97%
Small Growth VISGX Vanguard Small Cap Growth Index Inv 100% 3 4 2 0.07% 0.54%
SMALL BLEND NAESX Vanguard Small Cap Index Inv 99% 3 4 2 0.03% 1.4%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv 98% 3 4 2 0.19% 0.58%
LARGE BLEND VFINX Vanguard 500 Index Investor 98% 3 4 2 0.14% 1.27%
LARGE GROWTH VIGRX Vanguard Growth Index Inv 97% 3 4 2 0.04% 0.43%
MID-CAP BLEND VEXMX Vanguard Extended Market Idx Inv 97% 3 4 2 0.06% 1.11%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv 96% 3 4 2 0.19% 2.11%
LARGE VALUE VIVAX Vanguard Value Index Inv 96% 3 4 2 0.05% 2.23%
LARGE BLEND VTSMX Vanguard Total Stock Mkt Idx Inv 94% 3 4 2 0.03% 1.26%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market Index Inv 100% 3 4 2 0.15% 3.15%
Inflation-Protected Bond VIPSX Vanguard Inflation-Protected Secs Inv 98% 3 4 2 0.07% 4.24%
Average Expense Ratio: 0.1%
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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 0.5% 9.4% 0.3% 4.9% 4.5% 7.2%

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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 18 funds. It covers 5 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Emerging Market Equity, Foreign Equity and REITs.

This plan uses all Vanguard index mutual funds. 



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