MyPlanIQ Major Brokerage Investor Schwab Five Core Asset ETFs

Schwab Five Core Asset ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 5
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE SCHH Schwab US REIT ETF
Emerging Market
DIVERSIFIED EMERGING MKTS SCHE Schwab Emerging Markets Equity ETF
INTERNATIONAL EQUITY
Foreign Large Blend SCHF Schwab International Equity ETF
FIXED INCOME
Intermediate-Term Bond SCHZ Schwab U.S. Aggregate Bond ETF
US EQUITY
LARGE BLEND SCHB Schwab U.S. Broad Market ETF
Total Available Funds: 5
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE SCHH Schwab US REIT ETF
Emerging Market
DIVERSIFIED EMERGING MKTS SCHE Schwab Emerging Markets Equity ETF
INTERNATIONAL EQUITY
Foreign Large Blend SCHF Schwab International Equity ETF
FIXED INCOME
Intermediate-Term Bond SCHZ Schwab U.S. Aggregate Bond ETF
US EQUITY
LARGE BLEND SCHB Schwab U.S. Broad Market ETF
Total Available Funds: 5
  • 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 SCHH Schwab US REIT ETF 18% 1 60 0 0.07% 3.3%
Emerging Market
DIVERSIFIED EMERGING MKTS SCHE Schwab Emerging Markets Equity ETF 44% 1 60 0 0.11% 3.93%
INTERNATIONAL EQUITY
Foreign Large Blend SCHF Schwab International Equity ETF 33% 1 60 0 0.06% 3.04%
FIXED INCOME
Intermediate-Term Bond SCHZ Schwab U.S. Aggregate Bond ETF 31% 1 60 0 0.03% 3.27%
US EQUITY
LARGE BLEND SCHB Schwab U.S. Broad Market ETF 23% 1 60 0 0.03% 1.42%
Average Expense Ratio: 0.06%
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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 1.6% 10.1% -3.5% 2.1% 3.3% 4.1%

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




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