MyPlanIQ Fidelity Commission Free Exchange Traded Funds

Fidelity Commission Free Exchange Traded Funds

This Plan is unrated.
Investment Options
Total Available Funds: 68
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IFGL IFGL
Emerging Market
DIVERSIFIED EMERGING MKTS BKF BKF
India Equity INDY INDY
DIVERSIFIED EMERGING MKTS EEMS EEMS
INTERNATIONAL EQUITY
WORLD STOCK ACWI ACWI
PACIFIC/ASIA EX-JAPAN STK AAXJ AAXJ
Foreign Small/Mid Blend SCZ SCZ
Others
Corporate Bond LQD LQD
Preferred Stock PFF PFF
Natural Resources VEGI VEGI
Total Available Funds: 68
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate IFGL IFGL
Emerging Market
DIVERSIFIED EMERGING MKTS BKF BKF
India Equity INDY INDY
DIVERSIFIED EMERGING MKTS EEMS EEMS
DIVERSIFIED EMERGING MKTS EEMV EEMV
DIVERSIFIED EMERGING MKTS DVYE DVYE
China Region MCHI MCHI
Latin America Stock ILF ILF
DIVERSIFIED EMERGING MKTS IEMG IEMG
DIVERSIFIED EMERGING MKTS FM FM
INTERNATIONAL EQUITY
WORLD STOCK ACWI ACWI
PACIFIC/ASIA EX-JAPAN STK AAXJ AAXJ
Foreign Small/Mid Blend SCZ SCZ
EUROPE STOCK IEV IEV
Foreign Large Value IDV IDV
WORLD STOCK ACWV ACWV
JAPAN STOCK EWJ EWJ
Foreign Large Blend EFAV EFAV
Foreign Large Blend IXUS IXUS
Foreign Large Blend IEFA IEFA
Others
Corporate Bond LQD LQD
Preferred Stock PFF PFF
Natural Resources VEGI VEGI
EQUITY PRECIOUS METALS RING RING
EQUITY PRECIOUS METALS SLVP SLVP
Natural Resources PICK PICK
Financial ANEIX FNCL
ROOT FLTB FLTB
US EQUITY
MID-CAP VALUE DVY DVY
Small Growth IJT IJT
LARGE GROWTH IVW IVW
SMALL VALUE IJS IJS
LARGE VALUE IVE IVE
SMALL BLEND IWC IWC
MID-CAP VALUE IJJ IJJ
Mid-Cap Growth IJK IJK
SMALL BLEND IJR IJR
LARGE GROWTH ONEQ ONEQ
MID-CAP BLEND IJH IJH
LARGE BLEND IVV IVV
LARGE BLEND OEF OEF
LARGE VALUE HDV HDV
LARGE BLEND USMV USMV
LARGE BLEND ITOT ITOT
FIXED INCOME
LONG GOVERNMENT IEF IEF
Muni California Intermediate CMF CMF
Intermediate-Term Bond AGG AGG
Intermediate Government AGZ AGZ
Intermediate-Term Bond GVI GVI
Muni National Interm MUB MUB
Intermediate-Term Bond MBB MBB
Muni National Short SUB SUB
SHORT GOVERNMENT SHY SHY
SHORT GOVERNMENT SHV SHV
Muni New York Intermediate NYF NYF
High Yield Bond HYG HYG
Emerging Markets Bond EMB EMB
LONG GOVERNMENT TLT TLT
WORLD BOND IGOV IGOV
Emerging Markets Bond LEMB LEMB
WORLD BOND ISHG ISHG
ULTRASHORT BOND FLOT FLOT
Inflation-Protected Bond STIP STIP
Intermediate Government GOVT GOVT
Intermediate Government GNMA GNMA
Short-Term Bond ISTB ISTB
Long-Term Bond ILTB ILTB
WORLD BOND ITIP ITIP
Total Available Funds: 68
  • 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
Global Real Estate IFGL IFGL 97% 1 60 0 0.48% 2.4%
Emerging Market
DIVERSIFIED EMERGING MKTS BKF BKF 99% 1 60 0 0.7% 1.57%
India Equity INDY INDY 57% 1 60 0 0.89% 0.14%
DIVERSIFIED EMERGING MKTS EEMS EEMS 38% 1 60 0 0.7% 0.57%
DIVERSIFIED EMERGING MKTS EEMV EEMV 38% 1 60 0 0.25% 0.85%
DIVERSIFIED EMERGING MKTS DVYE DVYE 35% 1 60 0 0.49% 6.29%
China Region MCHI MCHI 17% 1 60 0 0.58% 1.04%
Latin America Stock ILF ILF 10% 1 60 0 0.48% 4.71%
DIVERSIFIED EMERGING MKTS IEMG IEMG 3% 1 60 0 0.09% 0.96%
DIVERSIFIED EMERGING MKTS FM FM 3% 1 60 0 0.8% 1.63%
INTERNATIONAL EQUITY
WORLD STOCK ACWI ACWI 96% 1 60 0 0.32% 1.75%
PACIFIC/ASIA EX-JAPAN STK AAXJ AAXJ 95% 1 60 0 0.7% 2.13%
Foreign Small/Mid Blend SCZ SCZ 95% 1 60 0 0.4% 2.9%
EUROPE STOCK IEV IEV 93% 1 60 0 0.67% 2.62%
Foreign Large Value IDV IDV 92% 1 60 0 0.51% 6.45%
WORLD STOCK ACWV ACWV 32% 1 60 0 0.2% 0.87%
JAPAN STOCK EWJ EWJ 32% 1 60 0 0.5% 1.87%
Foreign Large Blend EFAV EFAV 28% 1 60 0 0.2% 1.92%
Foreign Large Blend IXUS IXUS 3% 1 60 0 0.07% 1.53%
Foreign Large Blend IEFA IEFA 3% 1 60 0 0.07% 1.84%
Others
Corporate Bond LQD LQD 64% 1 60 0 0.14% 4.31%
Preferred Stock PFF PFF 32% 1 60 0 0.46% 6.31%
Natural Resources VEGI VEGI 25% 1 60 0 0.39% 1.11%
EQUITY PRECIOUS METALS RING RING 25% 1 60 0 0.39% 0.86%
EQUITY PRECIOUS METALS SLVP SLVP 24% 1 60 0 0.39% 0.39%
Natural Resources PICK PICK 19% 1 60 0 0.39% 1.84%
Financial ANEIX FNCL 0% 1 60 0 NA 0%
ROOT FLTB FLTB 0% 1 60 0 NA 0%
US EQUITY
MID-CAP VALUE DVY DVY 100% 1 60 0 0.38% 3.66%
Small Growth IJT IJT 99% 1 60 0 0.18% 0.93%
LARGE GROWTH IVW IVW 99% 1 60 0 0.18% 0.79%
SMALL VALUE IJS IJS 99% 1 60 0 0.18% 1.5%
LARGE VALUE IVE IVE 99% 1 60 0 0.18% 1.67%
SMALL BLEND IWC IWC 98% 1 60 0 0.6% 1.14%
MID-CAP VALUE IJJ IJJ 98% 1 60 0 0.18% 1.59%
Mid-Cap Growth IJK IJK 98% 1 60 0 0.17% 0.94%
SMALL BLEND IJR IJR 97% 1 60 0 0.06% 1.31%
LARGE GROWTH ONEQ ONEQ 97% 1 60 0 0.21% 0.67%
MID-CAP BLEND IJH IJH 95% 1 60 0 0.05% 5.5%
LARGE BLEND IVV IVV 93% 1 60 0 0.03% 1.33%
LARGE BLEND OEF OEF 70% 1 60 0 0.2% 1.11%
LARGE VALUE HDV HDV 21% 1 60 0 0.08% 2.85%
LARGE BLEND USMV USMV 19% 1 60 0 0.15% 1.28%
LARGE BLEND ITOT ITOT 2% 1 60 0 0.03% 1.03%
FIXED INCOME
LONG GOVERNMENT IEF IEF 100% 1 60 0 0.15% 3.24%
Muni California Intermediate CMF CMF 100% 1 60 0 0.08% 2.49%
Intermediate-Term Bond AGG AGG 100% 1 60 0 0.03% 3.42%
Intermediate Government AGZ AGZ 99% 1 60 0 0.2% 3.33%
Intermediate-Term Bond GVI GVI 99% 1 60 0 0.2% 3.07%
Muni National Interm MUB MUB 99% 1 60 0 0.05% 2.8%
Intermediate-Term Bond MBB MBB 99% 1 60 0 0.04% 3.69%
Muni National Short SUB SUB 98% 1 60 0 0.07% 1.87%
SHORT GOVERNMENT SHY SHY 98% 1 60 0 0.15% 3.42%
SHORT GOVERNMENT SHV SHV 96% 1 60 0 0.15% 5.11%
Muni New York Intermediate NYF NYF 96% 1 60 0 0.25% 2.52%
High Yield Bond HYG HYG 94% 1 60 0 0.49% 5.93%
Emerging Markets Bond EMB EMB 94% 1 60 0 0.39% 4.84%
LONG GOVERNMENT TLT TLT 91% 1 60 0 0.15% 3.89%
WORLD BOND IGOV IGOV 74% 1 60 0 0.35% 0%
Emerging Markets Bond LEMB LEMB 68% 1 60 0 0.3% 1.36%
WORLD BOND ISHG ISHG 46% 1 60 0 0.35% 0.18%
ULTRASHORT BOND FLOT FLOT 41% 1 60 0 0.15% 5.63%
Inflation-Protected Bond STIP STIP 38% 1 60 0 0.03% 2.84%
Intermediate Government GOVT GOVT 14% 1 60 0 0.05% 2.64%
Intermediate Government GNMA GNMA 14% 1 60 0 0.1% 3.46%
Short-Term Bond ISTB ISTB 3% 1 60 0 0.06% 3%
Long-Term Bond ILTB ILTB 1% 1 60 0 0.06% 4.38%
WORLD BOND ITIP ITIP 0% 1 60 0 0.4% 0%
Average Expense Ratio: 0.28%
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 68 funds, some of them are: AAXJ, ACWI, ACWV, AGG, AGZ, BKF.


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.