MyPlanIQ BondsX-GJ

BondsX-GJ

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
Others
ROOT CASH CASH
FIXED INCOME
Intermediate-Term Bond VBMFX VBMFX
Intermediate-Term Bond VFICX VFICX
Short-Term Bond VFSTX VFSTX
Total Available Funds: 28
Asset Class Ticker Description Rating
Others
ROOT CASH CASH
FIXED INCOME
Intermediate-Term Bond VBMFX VBMFX
Intermediate-Term Bond VFICX VFICX
Short-Term Bond VFSTX VFSTX
Intermediate Government VFIIX VFIIX
Muni National Interm VWITX VWITX
Muni National Interm VWAHX VWAHX
Muni National Short VWSTX VWSTX
Intermediate Government FGOVX FGOVX
Intermediate-Term Bond MWTRX MWTRX
Intermediate Government FGMNX FGMNX
Intermediate-Term Bond DODIX DODIX
High Yield Muni PRFHX PRFHX
Long-Term Bond VWESX VWESX
Intermediate-Term Bond FTBFX FTBFX
Intermediate-Term Bond FBNDX FBNDX
Multisector Bond FSICX FSICX
Muni National Long VWLTX VWLTX
Intermediate-Term Bond TGMNX TGMNX
Muni National Long FHIGX FHIGX
Intermediate-Term Bond PTTDX PTTDX
Muni National Long PRINX PRINX
Intermediate-Term Bond PBDDX PBDDX
Multisector Bond LSBRX LSBRX
Multisector Bond PONDX PONDX
Intermediate-Term Bond DLTNX DLTNX
Intermediate-Term Bond FBIDX FBIDX
Long-Term Bond VBLTX VBLTX
Total Available Funds: 28
  • 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
ROOT CASH CASH 0% 1 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBMFX VBMFX 100% 1 60 0 0.15% 3.15%
Intermediate-Term Bond VFICX VFICX 99% 1 60 0 0.2% 4.04%
Short-Term Bond VFSTX VFSTX 99% 1 60 0 0.1% 3.28%
Intermediate Government VFIIX VFIIX 98% 1 60 0 0.11% 3.24%
Muni National Interm VWITX VWITX 97% 1 60 0 0.17% 2.7%
Muni National Interm VWAHX VWAHX 97% 1 60 0 0.09% 3.51%
Muni National Short VWSTX VWSTX 95% 1 60 0 0.09% 2.35%
Intermediate Government FGOVX FGOVX 91% 1 60 0 0.76% 1.87%
Intermediate-Term Bond MWTRX MWTRX 88% 1 60 0 0.52% 4.08%
Intermediate Government FGMNX FGMNX 87% 1 60 0 0.45% 2.87%
Intermediate-Term Bond DODIX DODIX 87% 1 60 0 0.33% 3.91%
High Yield Muni PRFHX PRFHX 83% 1 60 0 0.67% 3.64%
Long-Term Bond VWESX VWESX 83% 1 60 0 0.22% 4.15%
Intermediate-Term Bond FTBFX FTBFX 81% 1 60 0 0.5% 3.24%
Intermediate-Term Bond FBNDX FBNDX 76% 1 60 0 0.76% 3.71%
Multisector Bond FSICX FSICX 74% 1 60 0 0.7% 2.07%
Muni National Long VWLTX VWLTX 73% 1 60 0 0.17% 3.09%
Intermediate-Term Bond TGMNX TGMNX 66% 1 60 0 0.7% 5.84%
Muni National Long FHIGX FHIGX 65% 1 60 0 0.46% 2.37%
Intermediate-Term Bond PTTDX PTTDX 65% 1 60 0 0.75% 4.84%
Muni National Long PRINX PRINX 62% 1 60 0 0.5% 2.96%
Intermediate-Term Bond PBDDX PBDDX 58% 1 60 0 0.9% 3.76%
Multisector Bond LSBRX LSBRX 55% 1 60 0 1.15% 5.79%
Multisector Bond PONDX PONDX 40% 1 60 0 0.77% 6.83%
Intermediate-Term Bond DLTNX DLTNX 32% 1 60 0 0.73% 4.01%
Intermediate-Term Bond FBIDX FBIDX 0% 1 60 0 0.13% 2.67%
Long-Term Bond VBLTX VBLTX 0% 1 60 0 0.15% 3.31%
Average Expense Ratio: 0.45%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 28 funds, some of them are: CASH, VWAHX, VFIIX, PRFHX, PRINX, FHIGX.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.