MyPlanIQ Major Brokerage Investor Schwab No Load No Transaction Fee Schwab Mutual Funds

Schwab No Load No Transaction Fee Schwab Mutual Funds

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS SFENX Schwab Fundamental Emerg Mkts Idx
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Equity Open
REAL ESTATE
REAL ESTATE CSRSX T. Rowe Price Real Estate Advisor
Global Real Estate SWASX Schwab Global Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend SWISX Schwab International Index
Foreign Large Blend SICNX Schwab International Core Equity
Foreign Large Value SFNNX Schwab Fdmtl Intl Lg Co Idx
US EQUITY
LARGE BLEND SWANX Schwab Core Equity Inv
LARGE VALUE SWDSX Schwab Dividend Equity
LARGE GROWTH SWLSX Schwab Large-Cap Growth
Total Available Funds: 19
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS SFENX Schwab Fundamental Emerg Mkts Idx
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Equity Open
REAL ESTATE
REAL ESTATE CSRSX T. Rowe Price Real Estate Advisor
Global Real Estate SWASX Schwab Global Real Estate
INTERNATIONAL EQUITY
Foreign Large Blend SWISX Schwab International Index
Foreign Large Blend SICNX Schwab International Core Equity
Foreign Large Value SFNNX Schwab Fdmtl Intl Lg Co Idx
Foreign Small/Mid Blend SFILX Schwab Fdmtl Intl Sm Mid Co Idx
US EQUITY
LARGE BLEND SWANX Schwab Core Equity Inv
LARGE VALUE SWDSX Schwab Dividend Equity
LARGE GROWTH SWLSX Schwab Large-Cap Growth
SMALL BLEND SWSSX Schwab Small Cap Index
LARGE BLEND SWPPX Schwab S&P 500 Index
SMALL BLEND SWSCX Schwab Small-Cap Equity
LARGE VALUE SFLNX Schwab Fdmtl US Lg Co Idx
SMALL BLEND SFSNX Schwab Fdmtl US Sm Mid Co Idx
FIXED INCOME
Short-Term Bond SWBDX Schwab Short-Term Bond Market
Intermediate-Term Bond SWLBX Schwab Total Bond Market
Intermediate Government SWGSX Schwab GNMA
Total Available Funds: 19
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS SFENX Schwab Fundamental Emerg Mkts Idx 66% 3 60 0 0.39% 0%
DIVERSIFIED EMERGING MKTS LZOEX Lazard Emerging Markets Equity Open 61% 3 60 0 1.07% 4.6%
REAL ESTATE
REAL ESTATE CSRSX T. Rowe Price Real Estate Advisor 76% 3 60 0 0.88% 2.09%
Global Real Estate SWASX Schwab Global Real Estate 64% 3 60 0 0.73% 2.68%
INTERNATIONAL EQUITY
Foreign Large Blend SWISX Schwab International Index 87% 3 60 0 0.06% 0%
Foreign Large Blend SICNX Schwab International Core Equity 64% 3 60 0 0.86% 0%
Foreign Large Value SFNNX Schwab Fdmtl Intl Lg Co Idx 60% 3 60 0 0.25% 0%
Foreign Small/Mid Blend SFILX Schwab Fdmtl Intl Sm Mid Co Idx 59% 3 60 0 0.39% 0%
US EQUITY
LARGE BLEND SWANX Schwab Core Equity Inv 99% 3 60 0 0.73% 0.95%
LARGE VALUE SWDSX Schwab Dividend Equity 86% 3 60 0 0.89% 1.55%
LARGE GROWTH SWLSX Schwab Large-Cap Growth 84% 3 60 0 0.99% 0%
SMALL BLEND SWSSX Schwab Small Cap Index 81% 3 60 0 0.04% 1.52%
LARGE BLEND SWPPX Schwab S&P 500 Index 79% 3 60 0 0.02% 1.34%
SMALL BLEND SWSCX Schwab Small-Cap Equity 64% 3 60 0 1.09% 0%
LARGE VALUE SFLNX Schwab Fdmtl US Lg Co Idx 63% 3 60 0 0.25% 1.88%
SMALL BLEND SFSNX Schwab Fdmtl US Sm Mid Co Idx 55% 3 60 0 0.25% 1.4%
FIXED INCOME
Short-Term Bond SWBDX Schwab Short-Term Bond Market 0% 3 60 0 0.29% 0%
Intermediate-Term Bond SWLBX Schwab Total Bond Market 0% 3 60 0 0.29% 0%
Intermediate Government SWGSX Schwab GNMA 0% 3 60 0 0.55% 2.66%
Average Expense Ratio: 0.53%
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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 2.3% 9.7% 2.5% 4.7% 4.1% 6.5%

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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 19 funds. It covers 5 major asset classes and 13 minor asset classes. The major asset classes it covers are REITs, Emerging Market Equity, US Equity, Foreign Equity and Fixed Income.

This plan mostly consists of Schwab funds. It is suggested that for ease of rebalance, one can use Schwab funds. 



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