MyPlanIQ FACTOR PLAN

FACTOR PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate VGSIX VGSIX
REAL ESTATE MORT MORT
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA
COMMODITIES
Commodities Precious Metals GLD GLD
Others
EQUITY NOBL NOBL
EQUITY QUS QUS
EQUITY USMF USMF
FIXED INCOME
LONG GOVERNMENT IEF IEF
Intermediate-Term Bond VBMFX VBMFX
Short-Term Bond VBISX VBISX
Total Available Funds: 34
Asset Class Ticker Description Rating
REAL ESTATE
US Real Estate VGSIX VGSIX
REAL ESTATE MORT MORT
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA
COMMODITIES
Commodities Precious Metals GLD GLD
Others
EQUITY NOBL NOBL
EQUITY QUS QUS
EQUITY USMF USMF
Technology BFOCX BFOCX
Corporate Bond CORP CORP
EQUITY LRGF LRGF
EQUITY GSLC GSLC
EQUITY QUAL QUAL
FIXED INCOME
LONG GOVERNMENT IEF IEF
Intermediate-Term Bond VBMFX VBMFX
Short-Term Bond VBISX VBISX
High Yield Bond HYG HYG
LONG GOVERNMENT TLT TLT
LONG GOVERNMENT TLH TLH
High Yield Bond ANGL ANGL
US EQUITY
LARGE VALUE VTV VTV
LARGE VALUE DIA DIA
Large Growth QQQ QQQ
LARGE BLEND VFINX VFINX
LARGE BLEND VTI VTI
LARGE GROWTH FCNTX FCNTX
LARGE BLEND VIG VIG
LARGE GROWTH SCQGX SCQGX
SMALL BLEND PRSVX PRSVX
Mid-Cap Growth AKREX AKREX
LARGE VALUE SPLV SPLV
LARGE BLEND USMV USMV
LARGE BLEND SPHQ SPHQ
Mid-Cap Growth HFCSX HFCSX
LARGE GROWTH MTUM MTUM
Total Available Funds: 34
  • 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
US Real Estate VGSIX VGSIX 81% 3 60 0 0.12% 3.94%
REAL ESTATE MORT MORT 15% 3 60 0 0.41% 12.29%
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA 100% 3 60 0 0.33% 2.9%
COMMODITIES
Commodities Precious Metals GLD GLD 93% 3 60 0 0.4% 0%
Others
EQUITY NOBL NOBL 97% 3 60 0 NA 2.04%
EQUITY QUS QUS 97% 3 60 0 NA 1.59%
EQUITY USMF USMF 96% 3 60 0 NA 1.39%
Technology BFOCX BFOCX 61% 3 60 0 1.94% 0%
Corporate Bond CORP CORP 59% 3 60 0 0.2% 4.12%
EQUITY LRGF LRGF 0% 3 60 0 NA 1.08%
EQUITY GSLC GSLC 0% 3 60 0 NA 1.32%
EQUITY QUAL QUAL 0% 3 60 0 NA 0.86%
FIXED INCOME
LONG GOVERNMENT IEF IEF 100% 3 60 0 0.15% 3.01%
Intermediate-Term Bond VBMFX VBMFX 100% 3 60 0 0.15% 3.15%
Short-Term Bond VBISX VBISX 100% 3 60 0 0.07% 2.54%
High Yield Bond HYG HYG 94% 3 60 0 0.49% 5.79%
LONG GOVERNMENT TLT TLT 91% 3 60 0 0.15% 3.59%
LONG GOVERNMENT TLH TLH 78% 3 60 0 0.15% 4.02%
High Yield Bond ANGL ANGL 30% 3 60 0 0.35% 5.19%
US EQUITY
LARGE VALUE VTV VTV 100% 3 60 0 0.05% 2.35%
LARGE VALUE DIA DIA 98% 3 60 0 0.16% 1.74%
Large Growth QQQ QQQ 98% 3 60 0 0.2% 0.54%
LARGE BLEND VFINX VFINX 98% 3 60 0 0.14% 1.27%
LARGE BLEND VTI VTI 96% 3 60 0 0.03% 1.35%
LARGE GROWTH FCNTX FCNTX 96% 3 60 0 0.55% 4.32%
LARGE BLEND VIG VIG 93% 3 60 0 0.08% 1.8%
LARGE GROWTH SCQGX SCQGX 86% 3 60 0 1.8% 0%
SMALL BLEND PRSVX PRSVX 85% 3 60 0 1.17% 3.33%
Mid-Cap Growth AKREX AKREX 26% 3 60 0 1.3% 3.59%
LARGE VALUE SPLV SPLV 21% 3 60 0 0.25% 2.44%
LARGE BLEND USMV USMV 19% 3 60 0 0.15% 1.28%
LARGE BLEND SPHQ SPHQ 19% 3 60 0 0.15% 1.49%
Mid-Cap Growth HFCSX HFCSX 2% 3 60 0 1.13% 24.96%
LARGE GROWTH MTUM MTUM 1% 3 60 0 0.15% 1.13%
Average Expense Ratio: 0.44%
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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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*     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 34 funds, some of them are: NOBL, USMV, SPLV, MTUM, VTV, PRSVX.


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