| Total Available Funds: | 11 |
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| Total Available Funds: | 11 |
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| Total Available Funds: | 11 |
- 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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| 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 | 1.7% | 8.6% | 0.5% | 4.2% | 3.9% | 6.0% |
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| 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 | 2.5% | 7.4% | -2.6% | 39.5% | 20.4% | 17.4% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
** 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.
The MOST - Missouria`s 529 College Savings Plan ,sponsored by the state of Missouri. is provided by American Century Investment Services, Inc. and The Vanguard Group®. The Missouri 529 plan provides two types of investment solution: Allocation Portfolios and Individual Portfolios. With the single-fund portfolio option, the assets in your Missour 529 Plan account will be reallocated only at your instruction, but changes to existing investments within the plan can be made only once per calendar year. MyPlanIQ.com provides asset allocation strategies for the second-type investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan single-fund portfolios below.
Asset Class Portfolio name
unknown Vanguard Aggressive Growth Portfolio
unknown MOST Diversified Equity Portfolio
Growth Vanguard Growth Portfolio
Moderate Allocation Vanguard Moderate Growth Portfolio
Conservative Allocation Vanguard Conservative Growth Portfolio
unknown Vanguard Income Portfolio
REAL ESTATE American Century Real Estate Portfolio
Foreign Large Growth American Century International Growth Portfolio
SMALL BLEND American Century Small Company Portfolio
LARGE GROWTH American Century Growth Portfolio
LARGE VALUE American Century Large Company Value Portfolio
Conservative Allocation Vanguard Conservative Income Portfolio
Inflation-Protected Bond Vanguard Inflation-Protected Securities Portfolio
ROOT Vanguard Interest Accumulation Portfolio
For further information, please visit the Missouri official website or the Plan File.
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