MyPlanIQ Sector ETFs

Sector ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 42
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR IYR
Global Real Estate RWX RWX
Global Real Estate IFGL IFGL
Emerging Market
DIVERSIFIED EMERGING MKTS EWX EWX
China Region FXI FXI
China Region EWH EWH
INTERNATIONAL EQUITY
Miscellaneous Region EWQ EWQ
Miscellaneous Region EWN EWN
Miscellaneous Region EWG EWG
Total Available Funds: 42
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR IYR
Global Real Estate RWX RWX
Global Real Estate IFGL IFGL
Global Real Estate WPS WPS
REAL ESTATE ICF ICF
REAL ESTATE RWR RWR
Global Real Estate RWO RWO
REAL ESTATE VNQ VNQ
Global Real Estate DRW DRW
Emerging Market
DIVERSIFIED EMERGING MKTS EWX EWX
China Region FXI FXI
China Region EWH EWH
China Region EWT EWT
India Equity INP INP
Latin America Stock EWZ EWZ
INTERNATIONAL EQUITY
Miscellaneous Region EWQ EWQ
Miscellaneous Region EWN EWN
Miscellaneous Region EWG EWG
Miscellaneous Region EWL EWL
Miscellaneous Region EWI EWI
Miscellaneous Region EWU EWU
Miscellaneous Region EWK EWK
Miscellaneous Region EWO EWO
Miscellaneous Region EWS EWS
Miscellaneous Region EZA EZA
Miscellaneous Region EWY EWY
Miscellaneous Region EWA EWA
Miscellaneous Region EWM EWM
Miscellaneous Region EWP EWP
Miscellaneous Region EWW EWW
JAPAN STOCK EWJ EWJ
Miscellaneous Region RSX RSX
Others
Equity Energy XLE XLE
Utilities XLU XLU
Financial XLF XLF
Health XLV XLV
Consumer Defensive XLP XLP
Consumer Cyclical XLY XLY
Industrials XLI XLI
Technology XLK XLK
Natural Resources XLB XLB
Communications IYZ IYZ
Total Available Funds: 42
  • 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 IYR IYR 100% 1 60 0 0.4% 2.84%
Global Real Estate RWX RWX 98% 1 60 0 0.59% 4.27%
Global Real Estate IFGL IFGL 97% 1 60 0 0.48% 1.97%
Global Real Estate WPS WPS 96% 1 60 0 0.48% 2.53%
REAL ESTATE ICF ICF 96% 1 60 0 0.33% 2.83%
REAL ESTATE RWR RWR 95% 1 60 0 0.25% 3.84%
Global Real Estate RWO RWO 95% 1 60 0 0.5% 3.68%
REAL ESTATE VNQ VNQ 95% 1 60 0 0.12% 4.08%
Global Real Estate DRW DRW 0% 1 60 0 0.58% 1.84%
Emerging Market
DIVERSIFIED EMERGING MKTS EWX EWX 98% 1 60 0 0.65% 2.32%
China Region FXI FXI 90% 1 60 0 0.74% 3.24%
China Region EWH EWH 88% 1 60 0 0.5% 4.54%
China Region EWT EWT 86% 1 60 0 0.59% 3.55%
India Equity INP INP 76% 1 60 0 0.89% 0%
Latin America Stock EWZ EWZ 52% 1 60 0 0.59% 5.98%
INTERNATIONAL EQUITY
Miscellaneous Region EWQ EWQ 85% 1 60 0 0.5% 2.66%
Miscellaneous Region EWN EWN 84% 1 60 0 0.5% 1.68%
Miscellaneous Region EWG EWG 82% 1 60 0 0.5% 2.49%
Miscellaneous Region EWL EWL 81% 1 60 0 0.5% 2.18%
Miscellaneous Region EWI EWI 79% 1 60 0 0.5% 3.25%
Miscellaneous Region EWU EWU 77% 1 60 0 0.5% 4.2%
Miscellaneous Region EWK EWK 76% 1 60 0 0.5% 2.17%
Miscellaneous Region EWO EWO 74% 1 60 0 0.5% 5.94%
Miscellaneous Region EWS EWS 73% 1 60 0 0.5% 6.82%
Miscellaneous Region EZA EZA 71% 1 60 0 0.59% 3.17%
Miscellaneous Region EWY EWY 69% 1 60 0 0.59% 2.55%
Miscellaneous Region EWA EWA 63% 1 60 0 0.5% 3.78%
Miscellaneous Region EWM EWM 60% 1 60 0 0.5% 3.4%
Miscellaneous Region EWP EWP 58% 1 60 0 0.5% 2.83%
Miscellaneous Region EWW EWW 56% 1 60 0 0.5% 2.27%
JAPAN STOCK EWJ EWJ 32% 1 60 0 0.5% 1.88%
Miscellaneous Region RSX RSX 0% 1 60 0 0.61% 0.53%
Others
Equity Energy XLE XLE 96% 1 60 0 0.09% 3.46%
Utilities XLU XLU 96% 1 60 0 0.09% 3.45%
Financial XLF XLF 96% 1 60 0 0.09% 1.59%
Health XLV XLV 96% 1 60 0 0.09% 1.5%
Consumer Defensive XLP XLP 96% 1 60 0 0.09% 2.54%
Consumer Cyclical XLY XLY 95% 1 60 0 0.09% 0.75%
Industrials XLI XLI 95% 1 60 0 0.09% 1.53%
Technology XLK XLK 95% 1 60 0 0.09% 0.7%
Natural Resources XLB XLB 95% 1 60 0 0.09% 1.95%
Communications IYZ IYZ 95% 1 60 0 0.4% 2.36%
Average Expense Ratio: 0.42%
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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*
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
This plan consists of 42 funds, some of them are: XLP, XLY, XLV, XLU, XLF, XLK.


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