MyPlanIQ High Quality Fund Plan 2010

High Quality Fund Plan 2010

This Plan is unrated.
Investment Options
Total Available Funds: 55
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate PURAX Dryden Global Real Estate A
REAL ESTATE FREAX First American Real Estate Secs A
REAL ESTATE CGMRX CGM Realty
Emerging Market
DIVERSIFIED EMERGING MKTS ODVCX Oppenheimer Developing Markets C
DIVERSIFIED EMERGING MKTS GTDDX AIM Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Growth JAIGX Janus Aspen International Growth Instl
Foreign Large Growth MQGIX MFS International Growth I
Foreign Large Value NGRRX Nuveen Tradewinds International Value I
Others
Conservative Allocation BERIX Berwyn Income
Moderate Allocation JABLX Janus Aspen Balanced Instl
Moderate Allocation FMTIX Franklin Templeton Moderate Target A
Total Available Funds: 55
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate PURAX Dryden Global Real Estate A
REAL ESTATE FREAX First American Real Estate Secs A
REAL ESTATE CGMRX CGM Realty
Emerging Market
DIVERSIFIED EMERGING MKTS ODVCX Oppenheimer Developing Markets C
DIVERSIFIED EMERGING MKTS GTDDX AIM Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Growth JAIGX Janus Aspen International Growth Instl
Foreign Large Growth MQGIX MFS International Growth I
Foreign Large Value NGRRX Nuveen Tradewinds International Value I
WORLD STOCK NAWGX ING Global Value Choice A
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
Foreign Large Blend FGFAX Federated International Leaders A
Foreign Large Value OARIX Oakmark International II
Others
Conservative Allocation BERIX Berwyn Income
Moderate Allocation JABLX Janus Aspen Balanced Instl
Moderate Allocation FMTIX Franklin Templeton Moderate Target A
ROOT CASH Money Market
World Allocation UNASX W&R Adv:Asset Strat;A
Conservative Allocation RCLEX Russell LifePoints Con Strat E
US EQUITY
Small Growth NVSOX Wells Fargo Advantage Small Cap Opp Adm
SMALL BLEND RYOTX Royce Micro-Cap Invt
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl
SMALL VALUE JSIVX Perkins Small Cap Value Instl
MID-CAP VALUE NSEIX Nicholas Equity Income I
MID-CAP BLEND FMIMX FMI Common Stock
Mid-Cap Growth NMCIX ING Mid Cap Opportunities I
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I
LARGE GROWTH EKOAX Evergreen Omega A
LARGE BLEND GPAFX RS Large Cap Alpha A
MID-CAP BLEND CHTTX Aston/Optimum Mid Cap N
SMALL BLEND FSCDX Fidelity Advisor Small Cap A
Small Growth VSEBX JPMorgan Small Cap Equity B
MID-CAP VALUE MPMVX Morgan Stanley Inst US Md Cp Value Inv
LARGE VALUE AGOAX Jennison Equity Income L
LARGE VALUE FDSAX SunAmerica Focused Dividend Strategy A
LARGE GROWTH SGROX Wells Fargo Advantage Growth Inv
LARGE BLEND EVVTX Evergreen Fundamental Large Cap I
FIXED INCOME
Muni Single State Interm BSCIX BB&T SC Intermediate Tax-Free I
Intermediate-Term Bond PTTRX PIMCO Total Return Instl
WORLD BOND SDGIX Dreyfus/Standish Global Fixed Income
High Yield Muni MHF Western Asset Mun Hi Inc
Short-Term Bond MSTDX MassMutual Premier Short-Duration Bond S
Emerging Markets Bond TGEIX TCW Emerging Markets Income I
Muni Single State Long VIDAX Delaware Tax-Free ID A
WORLD BOND TPINX Templeton Global Bond A
High Yield Bond BHYIX BlackRock High Yield Bond Instl
Multisector Bond FSTAX Fidelity Advisor Strategic Income A
Intermediate-Term Bond PRFAX PIMCO Total Return III Admin
Multisector Bond AGDAX AllianceBernstein High Income A
ULTRASHORT BOND PSFAX PIMCO Short-Term Admin
Intermediate Government BGPAX BlackRock GNMA Inv A
Short-Term Bond LALDX Lord Abbett Short Duration Income A
SHORT GOVERNMENT GSDSX Goldman Sachs Short Dur Govt Svc
SHORT GOVERNMENT GGIFX Victory for Income R
Intermediate Government BGPSX BlackRock GNMA Svc
High Yield Bond FHNIX Fidelity Advisor High Income I
Total Available Funds: 55
  • 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 PURAX Dryden Global Real Estate A 57% 3 60 0 1.31% 2.09%
REAL ESTATE FREAX First American Real Estate Secs A 54% 3 60 0 0.97% 3.34%
REAL ESTATE CGMRX CGM Realty 0% 3 60 0 1.09% 1.83%
Emerging Market
DIVERSIFIED EMERGING MKTS ODVCX Oppenheimer Developing Markets C 63% 3 60 0 0.84% 0.21%
DIVERSIFIED EMERGING MKTS GTDDX AIM Developing Markets A 62% 3 60 0 1.15% 1.51%
INTERNATIONAL EQUITY
Foreign Large Growth JAIGX Janus Aspen International Growth Instl 96% 3 60 0 1.14% 1.49%
Foreign Large Growth MQGIX MFS International Growth I 92% 3 60 0 0.7% 2.43%
Foreign Large Value NGRRX Nuveen Tradewinds International Value I 87% 3 60 0 1.15% 2.18%
WORLD STOCK NAWGX ING Global Value Choice A 58% 3 60 0 0.6% 2.72%
Foreign Large Blend AEPGX American Funds EuroPacific Gr A 57% 3 60 0 0.9% 3.58%
Foreign Large Blend FGFAX Federated International Leaders A 55% 3 60 0 1.9% 3.01%
Foreign Large Value OARIX Oakmark International II 0% 3 60 0 1.2% 1.03%
Others
Conservative Allocation BERIX Berwyn Income 96% 3 60 0 0.64% 3.59%
Moderate Allocation JABLX Janus Aspen Balanced Instl 91% 3 60 0 0.86% 2.13%
Moderate Allocation FMTIX Franklin Templeton Moderate Target A 62% 3 60 0 0.6% 2.81%
ROOT CASH Money Market 0% 3 60 0 NA 2.67%
World Allocation UNASX W&R Adv:Asset Strat;A 0% 3 60 0 1.14% 7.68%
Conservative Allocation RCLEX Russell LifePoints Con Strat E 0% 3 60 0 1.06% 3%
US EQUITY
Small Growth NVSOX Wells Fargo Advantage Small Cap Opp Adm 96% 3 60 0 0.92% 2.82%
SMALL BLEND RYOTX Royce Micro-Cap Invt 94% 3 60 0 2.24% 8.05%
SMALL VALUE PSVIX Allianz NFJ Small Cap Value Instl 93% 3 60 0 0.91% 10.25%
SMALL VALUE JSIVX Perkins Small Cap Value Instl 93% 3 60 0 1.36% 5.92%
MID-CAP VALUE NSEIX Nicholas Equity Income I 92% 3 60 0 0.7% 4.6%
MID-CAP BLEND FMIMX FMI Common Stock 88% 3 60 0 0.88% 3.28%
Mid-Cap Growth NMCIX ING Mid Cap Opportunities I 86% 3 60 0 0.83% 0.84%
Mid-Cap Growth MPEGX Morgan Stanley Inst Mid Cap Growth I 80% 3 60 0 0.74% 0%
LARGE GROWTH EKOAX Evergreen Omega A 62% 3 60 0 1.51% 5.86%
LARGE BLEND GPAFX RS Large Cap Alpha A 58% 3 60 0 0.68% 1.24%
MID-CAP BLEND CHTTX Aston/Optimum Mid Cap N 52% 3 60 0 0.76% 0.47%
SMALL BLEND FSCDX Fidelity Advisor Small Cap A 51% 3 60 0 2.15% 1.57%
Small Growth VSEBX JPMorgan Small Cap Equity B 0% 3 60 0 1.81% 0%
MID-CAP VALUE MPMVX Morgan Stanley Inst US Md Cp Value Inv 0% 3 60 0 NA 0.68%
LARGE VALUE AGOAX Jennison Equity Income L 0% 3 60 0 NA 0.73%
LARGE VALUE FDSAX SunAmerica Focused Dividend Strategy A 0% 3 60 0 1.01% 0%
LARGE GROWTH SGROX Wells Fargo Advantage Growth Inv 0% 3 60 0 1.29% 14.19%
LARGE BLEND EVVTX Evergreen Fundamental Large Cap I 0% 3 60 0 NA 0.64%
FIXED INCOME
Muni Single State Interm BSCIX BB&T SC Intermediate Tax-Free I 97% 3 60 0 0.64% 2.24%
Intermediate-Term Bond PTTRX PIMCO Total Return Instl 97% 3 60 0 0.83% 3.99%
WORLD BOND SDGIX Dreyfus/Standish Global Fixed Income 94% 3 60 0 0.53% 2.07%
High Yield Muni MHF Western Asset Mun Hi Inc 91% 3 60 0 NA 4.27%
Short-Term Bond MSTDX MassMutual Premier Short-Duration Bond S 91% 3 60 0 1.01% 3.54%
Emerging Markets Bond TGEIX TCW Emerging Markets Income I 90% 3 60 0 0.77% 5.58%
Muni Single State Long VIDAX Delaware Tax-Free ID A 76% 3 60 0 0.86% 3.32%
WORLD BOND TPINX Templeton Global Bond A 73% 3 60 0 0.96% 4.07%
High Yield Bond BHYIX BlackRock High Yield Bond Instl 72% 3 60 0 0.51% 7.16%
Multisector Bond FSTAX Fidelity Advisor Strategic Income A 67% 3 60 0 0.97% 4.25%
Intermediate-Term Bond PRFAX PIMCO Total Return III Admin 64% 3 60 0 0.51% 3.48%
Multisector Bond AGDAX AllianceBernstein High Income A 63% 3 60 0 0.9% 7.59%
ULTRASHORT BOND PSFAX PIMCO Short-Term Admin 63% 3 60 0 0.55% 4.84%
Intermediate Government BGPAX BlackRock GNMA Inv A 59% 3 60 0 0.8% 3.23%
Short-Term Bond LALDX Lord Abbett Short Duration Income A 59% 3 60 0 0.31% 4.72%
SHORT GOVERNMENT GSDSX Goldman Sachs Short Dur Govt Svc 51% 3 60 0 0.47% 2.61%
SHORT GOVERNMENT GGIFX Victory for Income R 48% 3 60 0 0.63% 5.24%
Intermediate Government BGPSX BlackRock GNMA Svc 0% 3 60 0 0.73% 0.92%
High Yield Bond FHNIX Fidelity Advisor High Income I 0% 3 60 0 0.85% 4.44%
Average Expense Ratio: 0.96%
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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 3.4% 10.5% 0.3% 3.3% 3.3% 6.0%

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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 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.


Description(Ticker:)
The plan consists of 55 funds. It covers 5 major asset classes and 31 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Fixed Income, Foreign Equity and REITs.

Basing on the fund quality result calculated on 10/16/2010, we select one or two highest quality funds from each asset class to construct this plan. The plan consists of 55 funds, the fund quality scores of which are all above 95%.



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