MyPlanIQ
PreTest 5-day Plan Five Core Asset Index ETF Funds
Investment Options
Total Available Funds: | 5 |
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Total Available Funds: | 5 |
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Total Available Funds: | 5 |
- 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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Average Expense Ratio: 0.09%
* If you find the above investment options have changed, please
email us the latest change or directly
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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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Click to Create Model Portfolio | |||||||
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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.
** 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 5 funds. It covers 5 major asset classes and 5 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, REITs and Fixed Income.
This plan consists of five ETF index funds for major asset classes. The purpose of this plan is to illustrate the 'Simpler Is Better' (SIB) concept. Compared with Six Core Asset Index Funds, this plan does not have commodity asset, which is rare in most retirement 401k plans. It is used as a plan benchmark for MyPlanIQ's plan ranking. This plan is similar to Five Core Asset Index Funds that uses only Vanguard low cost index mutual funds.