MyPlanIQ SchwabIP

SchwabIP

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate VNQI VNQI
Emerging Market
DIVERSIFIED EMERGING MKTS PXH PXH
DIVERSIFIED EMERGING MKTS IEMG IEMG
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA
Foreign Large Value PXF PXF
Foreign Small/Mid Value PDN PDN
COMMODITIES
Commodities Precious Metals IAU IAU
Others
EQUITY PFFD PFFD
EQUITY USHY USHY
EQUITY USRT USRT
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate VNQI VNQI
Emerging Market
DIVERSIFIED EMERGING MKTS PXH PXH
DIVERSIFIED EMERGING MKTS IEMG IEMG
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA
Foreign Large Value PXF PXF
Foreign Small/Mid Value PDN PDN
Foreign Small/Mid Blend VSS VSS
INTERNATIONAL EQUITY VYMI VYMI
COMMODITIES
Commodities Precious Metals IAU IAU
Others
EQUITY PFFD PFFD
EQUITY USHY USHY
EQUITY USRT USRT
ROOT CASH CASH
FIXED INCOME
Muni California Intermediate CMF CMF
Intermediate Government IEI IEI
Emerging Markets Bond EBND EBND
Inflation-Protected Bond SCHP SCHP
Intermediate-Term Bond VCIT VCIT
Intermediate-Term Bond VMBS VMBS
WORLD BOND BNDX BNDX
Muni National Interm VTEB VTEB
US EQUITY
SMALL BLEND PRFZ PRFZ
SMALL BLEND VB VB
LARGE VALUE PRF PRF
LARGE VALUE VYM VYM
LARGE BLEND VOO VOO
Total Available Funds: 26
  • 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 VNQI VNQI 34% 3 60 0 0.12% 0.56%
Emerging Market
DIVERSIFIED EMERGING MKTS PXH PXH 97% 3 60 0 0.49% 4.8%
DIVERSIFIED EMERGING MKTS IEMG IEMG 3% 3 60 0 0.09% 0.96%
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA 97% 3 60 0 0.05% 3.11%
Foreign Large Value PXF PXF 91% 3 60 0 0.45% 3.51%
Foreign Small/Mid Value PDN PDN 89% 3 60 0 0.49% 3.2%
Foreign Small/Mid Blend VSS VSS 41% 3 60 0 0.07% 4.8%
INTERNATIONAL EQUITY VYMI VYMI 0% 3 60 0 0.22% 4.36%
COMMODITIES
Commodities Precious Metals IAU IAU 79% 3 60 0 0.25% 0%
Others
EQUITY PFFD PFFD 97% 3 60 0 NA 6.17%
EQUITY USHY USHY 96% 3 60 0 NA 6.66%
EQUITY USRT USRT 96% 3 60 0 NA 2.15%
ROOT CASH CASH 0% 3 60 0 NA 4.14%
FIXED INCOME
Muni California Intermediate CMF CMF 100% 3 60 0 0.08% 2.32%
Intermediate Government IEI IEI 98% 3 60 0 0.15% 2.48%
Emerging Markets Bond EBND EBND 69% 3 60 0 0.3% 5.32%
Inflation-Protected Bond SCHP SCHP 42% 3 60 0 0.04% 3.01%
Intermediate-Term Bond VCIT VCIT 35% 3 60 0 0.04% 3.69%
Intermediate-Term Bond VMBS VMBS 35% 3 60 0 0.04% 3.31%
WORLD BOND BNDX BNDX 4% 3 60 0 0.07% 2.06%
Muni National Interm VTEB VTEB 2% 3 60 0 0.05% 2.76%
US EQUITY
SMALL BLEND PRFZ PRFZ 97% 3 60 0 0.39% 1.4%
SMALL BLEND VB VB 96% 3 60 0 0.03% 1.51%
LARGE VALUE PRF PRF 94% 3 60 0 0.39% 1.76%
LARGE VALUE VYM VYM 94% 3 60 0 0.08% 3.01%
LARGE BLEND VOO VOO 21% 3 60 0 0.03% 1.44%
Average Expense Ratio: 0.18%
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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 26 funds, some of them are: VOO, PRF, VB, PRFZ, VEA, PXF.


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