MyPlanIQ
Major Brokerage Investor
dquintysr_ Total Return Bond Plan Tactical MF ETF MR
Investment Options
| Total Available Funds: | 17 |
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| Total Available Funds: | 17 |
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| Total Available Funds: | 17 |
- 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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.6%
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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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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.
** 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 6 funds. It covers 1 major asset classes and 2 minor asset classes. The major asset classes it covers are Fixed Income.
The plan consists of 16 funds and ETF . There are max 4 choices at any time. The major asset class is fixed income .
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