MyPlanIQ Major Brokerage Investor Tactical Fidelity

Tactical Fidelity

This Plan is unrated.
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGRSX VGRSX
Emerging Market
DIVERSIFIED EMERGING MKTS FPMAX FPMAX
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX ACINX
WORLD STOCK RNPFX RNPFX
Foreign Large Value TBGVX TBGVX
Others
Target Date 2051 JFFIX JFFIX
Target Date 2046-2050 JTSIX JTSIX
Moderate Allocation BUFBX BUFBX
FIXED INCOME
High Yield Bond SPHIX SPHIX
Emerging Markets Bond FNMIX FNMIX
Multisector Bond PIMIX PIMIX
Total Available Funds: 33
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGRSX VGRSX
Emerging Market
DIVERSIFIED EMERGING MKTS FPMAX FPMAX
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX ACINX
WORLD STOCK RNPFX RNPFX
Foreign Large Value TBGVX TBGVX
Foreign Large Blend FSGDX FSGDX
Others
Target Date 2051 JFFIX JFFIX
Target Date 2046-2050 JTSIX JTSIX
Moderate Allocation BUFBX BUFBX
Target Date 2041-2045 JSAIX JSAIX
Target Date 2021-2025 JNSIX JNSIX
Target Date 2026-2030 JSMIX JSMIX
Target Date 2036-2040 SMTIX SMTIX
Target Date 2016-2020 JTTIX JTTIX
Target Date 2031-2035 SRJIX SRJIX
Retirement Income JSIIX JSIIX
Target Date 2011-2015 JSFIX JSFIX
FIXED INCOME
High Yield Bond SPHIX SPHIX
Emerging Markets Bond FNMIX FNMIX
Multisector Bond PIMIX PIMIX
Intermediate-Term Bond DBLTX DBLTX
Intermediate-Term Bond VBTSX VBTSX
US EQUITY
LARGE BLEND OAKMX OAKMX
LARGE GROWTH FCNTX FCNTX
Small Growth JATTX JATTX
LARGE VALUE GSFTX GSFTX
MID-CAP VALUE FLMVX FLMVX
Mid-Cap Growth POAGX POAGX
SMALL VALUE VSOIX VSOIX
MID-CAP BLEND UMBMX UMBMX
Small Growth TSCRX TSCRX
MID-CAP BLEND FSEVX FSEVX
LARGE BLEND FUSVX FUSVX
Total Available Funds: 33
  • 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 VGRSX VGRSX 0% 1 60 0 0.1% 3.18%
Emerging Market
DIVERSIFIED EMERGING MKTS FPMAX FPMAX 0% 1 60 0 0.22% 0%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX ACINX 99% 1 60 0 1.48% 0%
WORLD STOCK RNPFX RNPFX 91% 1 60 0 1.47% 5.72%
Foreign Large Value TBGVX TBGVX 74% 1 60 0 1.4% 1.62%
Foreign Large Blend FSGDX FSGDX 0% 1 60 0 0.18% 2.22%
Others
Target Date 2051 JFFIX JFFIX 100% 1 60 0 0.67% 1.51%
Target Date 2046-2050 JTSIX JTSIX 92% 1 60 0 0.67% 1.56%
Moderate Allocation BUFBX BUFBX 90% 1 60 0 1.01% 3.39%
Target Date 2041-2045 JSAIX JSAIX 82% 1 60 0 0.67% 1.5%
Target Date 2021-2025 JNSIX JNSIX 81% 1 60 0 0.63% 2.44%
Target Date 2026-2030 JSMIX JSMIX 79% 1 60 0 0.64% 2.16%
Target Date 2036-2040 SMTIX SMTIX 74% 1 60 0 0.67% 1.71%
Target Date 2016-2020 JTTIX JTTIX 74% 1 60 0 0.62% 2.8%
Target Date 2031-2035 SRJIX SRJIX 73% 1 60 0 0.51% 1.85%
Retirement Income JSIIX JSIIX 63% 1 60 0 0.86% 2.59%
Target Date 2011-2015 JSFIX JSFIX 0% 1 60 0 0.66% 0%
FIXED INCOME
High Yield Bond SPHIX SPHIX 92% 1 60 0 1.16% 4.08%
Emerging Markets Bond FNMIX FNMIX 89% 1 60 0 0.82% 3.93%
Multisector Bond PIMIX PIMIX 72% 1 60 0 0.51% 7.22%
Intermediate-Term Bond DBLTX DBLTX 32% 1 60 0 0.73% 4.26%
Intermediate-Term Bond VBTSX VBTSX 0% 1 60 0 0.1% 2.96%
US EQUITY
LARGE BLEND OAKMX OAKMX 99% 1 60 0 0.63% 0.98%
LARGE GROWTH FCNTX FCNTX 96% 1 60 0 0.55% 4.32%
Small Growth JATTX JATTX 95% 1 60 0 1.32% 0%
LARGE VALUE GSFTX GSFTX 91% 1 60 0 1.16% 5%
MID-CAP VALUE FLMVX FLMVX 86% 1 60 0 1.14% 1.22%
Mid-Cap Growth POAGX POAGX 85% 1 60 0 0.64% 0%
SMALL VALUE VSOIX VSOIX 65% 1 60 0 0.85% 6.56%
MID-CAP BLEND UMBMX UMBMX 55% 1 60 0 0.96% 3.77%
Small Growth TSCRX TSCRX 0% 1 60 0 1.44% 0%
MID-CAP BLEND FSEVX FSEVX 0% 1 60 0 0.07% 1.17%
LARGE BLEND FUSVX FUSVX 0% 1 60 0 0.04% 1.84%
Average Expense Ratio: 0.74%
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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
The plan consists of 45 funds. It covers 6 major asset classes and 29 minor asset classes. The major asset classes it covers are Fixed Income, Commodity, Emerging Market Equity, US Equity, Foreign Equity and REITs.

This plan is designed specifically for Folio Investing one-click portfolio management based on MyPlanIQ model portfolios.

However, it can be used for any other brokerage as it is ETF base.

We take the most liquid ETFs that represent diverse asset classes to form this plan. The following are the ETFs:

SPDR S&P 500 ETF    SPY
Vanguard Total Stock Market ETF    VTI
iShares Russell 1000 Growth Index (ETF)    IWF
Vanguard Growth (ETF)    VUG
PowerShares QQQ Trust, Series 1 (ETF)    QQQQ
iShares Russell 1000 Value Index (ETF)    IWD
iShares Dow Jones Select Dividend (ETF)    DVY
Vanguard Value ETF    VTV
Vanguard Dividend Appreciation ETF    VIG
SPDR S&P Dividend (ETF)    SDY
iShares S&P MidCap 400 Index (ETF)    IJH
iShares Russell Midcap Index Fund (ETF)    IWR
Vanguard Mid-Cap ETF    VO
iShares S&P MidCap 400 Growth (ETF)    IJK
iShares Russell Midcap Growth Idx. (ETF)    IWP
iShares Russell Midcap Value Index (ETF)    IWS
iShares S&P MidCap 400 Value Index (ETF)    IJJ
iShares Russell 2000 Index (ETF)    IWM
iShares S&P SmallCap 600 Index (ETF)    IJR
Vanguard Small-Cap ETF    VB
iShares Russell 2000 Growth Index (ETF)    IWO
iShares S&P SmallCap 600 Growth (ETF)    IJT
Vanguard Small-Cap Growth ETF    VBK
iShares S&P SmallCap 600 Value Idx (ETF)    IJS
Vanguard Small-Cap Value ETF    VBR
iShares MSCI EAFE Index Fund (ETF)    EFA
Vanguard Europe Pacific ETF    VEA
iShares MSCI EAFE Growth Index (ETF)    EFG
iShares MSCI EAFE Value Index (ETF)    EFV
iShares Trust iShares MSCI EAFE Small Cap Index Fund ETF    SCZ
iShares MSCI Emerging Markets Indx (ETF)    EEM
Vanguard Emerging Markets ETF    VWO
iShares Dow Jones US Real Estate (ETF)    IYR
iShares Cohen & Steers Realty Maj. (ETF)    ICF
Vanguard REIT ETF    VNQ
SPDR DJ Wilshire Intnl Real Estate (ETF)    RWX
PowerShares DB Com Indx Trckng Fund(ETF)    DBC
iShares S&P GSCI Commodity-Indexed (ETF)    GSG
SPDR Gold Trust (ETF)    GLD
iShares Lehman 1-3 Year Treas.Bond (ETF)    SHY
iShares Lehman 7-10 Yr Treas. Bond (ETF)    IEF
iShares Lehman 3-7 Yr Treasury Bond(ETF)    IEI
iShares Barclays 20+ Yr Treas.Bond (ETF)    TLT
iShares Lehman Aggregate Bond (ETF)    AGG
Vanguard Total Bond Market ETF    BND
iShares IBoxx $ Invest Grade Corp Bd Fd    LQD
iShares Barclays 1-3 Year Cred Bd Fd ETF    CSJ
iShares Barclays Inter Crd Bd Fund ETF)    CIU
iShares iBoxx $ High Yid Corp Bond (ETF)    HYG
SPDR Barclays Capital High Yield B (ETF)    JNK
iShares Barclays TIPS Bond Fund (ETF)    TIP
SPDR DB Int'l Govt Infl Pro Bond (ETF)    WIP
iShares Lehman MBS Bond Fund (ETF)    MBB
SPDR Barclays Capital Intl Tresy Bd ETF    BWX
iShares JPMorgan USD Emer Mkt Bnd Fd ETF    EMB



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