MyPlanIQ Major Brokerage Investor MPIQ Core ETFs

MPIQ Core ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard Europe Pacific ETF
Others
ROOT CASH Money Market
US EQUITY
LARGE BLEND VTI Vanguard Total Stock Market ETF
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Muni National Interm MUB iShares National AMT-Free Muni Bond
MIDDLE TERM IEI iShares 3-7 Year Treasury Bond
Total Available Funds: 18
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard Europe Pacific ETF
Others
ROOT CASH Money Market
US EQUITY
LARGE BLEND VTI Vanguard Total Stock Market ETF
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Muni National Interm MUB iShares National AMT-Free Muni Bond
MIDDLE TERM IEI iShares 3-7 Year Treasury Bond
SHORT GOVERNMENT SHY iShares 1-3 Year Treasury Bond
Ultra Short Government BIL SPDR Barclays 1-3 Month T-Bill ETF
Intermediate-Term Bond VCIT Vanguard Intermediate-Term Corp Bd ETF
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Securities ETF
Intermediate-Term Bond BOND PIMCO Total Return Active ETF
High Yield Muni HYD Market Vectors® High-Yield Municipal ETF
Intermediate-Term Bond TOTL SPDR® DoubleLine Total Return Tact ETF
Intermediate-Term Bond FBND Fidelity Total Bond ETF
Intermediate-Term Bond FIXD First Trust TCW Opportunistic Fixed Income ETF
ULTRASHORT BOND TFLO iShares Treasury Floating Rate Bond ETF
Total Available Funds: 18
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF 97% 0 60 0 0.08% 3.51%
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF 95% 0 60 0 0.12% 4.08%
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard Europe Pacific ETF 97% 0 60 0 0.05% 3.11%
Others
ROOT CASH Money Market 0% 0 60 0 NA 4.14%
US EQUITY
LARGE BLEND VTI Vanguard Total Stock Market ETF 96% 0 60 0 0.03% 1.35%
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market ETF 99% 0 60 0 0.15% 3.19%
Muni National Interm MUB iShares National AMT-Free Muni Bond 99% 0 60 0 0.05% 2.69%
MIDDLE TERM IEI iShares 3-7 Year Treasury Bond 98% 0 60 0 0.15% 2.48%
SHORT GOVERNMENT SHY iShares 1-3 Year Treasury Bond 98% 0 60 0 0.15% 3.11%
Ultra Short Government BIL SPDR Barclays 1-3 Month T-Bill ETF 83% 0 60 0 0.14% 4.98%
Intermediate-Term Bond VCIT Vanguard Intermediate-Term Corp Bd ETF 35% 0 60 0 0.04% 3.69%
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Securities ETF 35% 0 60 0 0.04% 3.31%
Intermediate-Term Bond BOND PIMCO Total Return Active ETF 30% 0 60 0 0.56% 4.01%
High Yield Muni HYD Market Vectors® High-Yield Municipal ETF 27% 0 60 0 0.35% 4.12%
Intermediate-Term Bond TOTL SPDR® DoubleLine Total Return Tact ETF 3% 0 60 0 0.55% 4.95%
Intermediate-Term Bond FBND Fidelity Total Bond ETF 2% 0 60 0 0.36% 4.18%
Intermediate-Term Bond FIXD First Trust TCW Opportunistic Fixed Income ETF 1% 0 60 0 0.65% 3.94%
ULTRASHORT BOND TFLO iShares Treasury Floating Rate Bond ETF 0% 0 60 0 NA 4.89%
Average Expense Ratio: 0.22%
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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 0.3% 7.6% 1.4% 4.6% 4.8% 6.8%

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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 for Portfolio Details or Follow -0.5% 8.4% -1.8% 5.3% 6.0% 7.5%

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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 18 funds. It covers 5 major asset classes and 12 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, REITs, US Equity and Emerging Market Equity.

This plan consists of six well chosen ETFs for major asset classes. The criteria are based on MyPlanIQ's investment choice ranking methodology. Please notice that since some of ETFs have short history, historical performance before 2007 is not very meaningful.

 



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