MyPlanIQ Bond Clone

Bond Clone

This Plan is unrated.
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
FIXED INCOME
Muni National Long TFI SPDR Lehman Municipal Bond
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
Total Available Funds: 30
Asset Class Ticker Description Rating
FIXED INCOME
Muni National Long TFI SPDR Lehman Municipal Bond
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
Muni National Short SHM SPDR Lehman Short Term Municipal Bond
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Multisector Bond GVI iShares Barclays Interm Govt/Credit Bond
Muni National Long MUB iShares S&P National Municipal Bond
Intermediate-Term Bond MBB iShares Barclays MBS Bond
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond
Muni National Interm ITM Market Vectors Intermediate Municipal
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
WORLD BOND BWX SPDR Lehman Intl Treasury Bond
WORLD BOND WIP SPDR DB Intl Govt Infl-Protected Bond
Emerging Markets Bond PCY PowerShares Emerging Mkts Sovereign Debt
High Yield Bond JNK SPDR Lehman High Yield Bond
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond
Long-Term Bond VCLT Vanguard Long-Term Corp Bond Idx ETF
Long-Term Bond BLV Vanguard Long-Term Bond Index ETF
LONG GOVERNMENT EDV Vanguard Extended Dur Trs Idx ETF
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF
Intermediate-Term Bond VCIT Vanguard Interm-Tm Corp Bd Idx ETF
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Sec Idx ETF
LONG GOVERNMENT VGLT Vanguard Long-Term Govt Bd Idx ETF
SHORT GOVERNMENT VGSH Vanguard Short-Term Govt Bd Idx ETF
Intermediate Government VGIT Vanguard Interm-Tm Govt Bd Idx ETF
Intermediate-Term Bond CIU iShares Barclays Intermediate Credit Bd
Short-Term Bond CSJ iShares Barclays 1-3 Year Credit Bond
Total Available Funds: 30
  • 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
FIXED INCOME
Muni National Long TFI SPDR Lehman Municipal Bond 100% 1 60 0 0.23% 2.47%
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond 100% 1 60 0 0.03% 3.24%
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF 99% 1 60 0 0.07% 3.22%
Muni National Short SHM SPDR Lehman Short Term Municipal Bond 99% 1 60 0 0.2% 1.2%
Intermediate-Term Bond BND Vanguard Total Bond Market ETF 99% 1 60 0 0.15% 3.19%
Short-Term Bond BSV Vanguard Short-Term Bond ETF 99% 1 60 0 0.07% 2.56%
Multisector Bond GVI iShares Barclays Interm Govt/Credit Bond 99% 1 60 0 0.2% 2.86%
Muni National Long MUB iShares S&P National Municipal Bond 99% 1 60 0 0.05% 2.69%
Intermediate-Term Bond MBB iShares Barclays MBS Bond 99% 1 60 0 0.04% 3.54%
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond 98% 1 60 0 0.15% 2.48%
Muni National Interm ITM Market Vectors Intermediate Municipal 98% 1 60 0 0.18% 2.44%
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond 98% 1 60 0 0.15% 3.11%
Inflation-Protected Bond TIP iShares Barclays TIPS Bond 97% 1 60 0 0.19% 2.76%
WORLD BOND BWX SPDR Lehman Intl Treasury Bond 97% 1 60 0 0.35% 1.72%
WORLD BOND WIP SPDR DB Intl Govt Infl-Protected Bond 95% 1 60 0 0.5% 6.4%
Emerging Markets Bond PCY PowerShares Emerging Mkts Sovereign Debt 95% 1 60 0 0.5% 6.7%
High Yield Bond JNK SPDR Lehman High Yield Bond 93% 1 60 0 0.4% 6.43%
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond 91% 1 60 0 0.15% 3.59%
Long-Term Bond VCLT Vanguard Long-Term Corp Bond Idx ETF 91% 1 60 0 0.04% 4.62%
Long-Term Bond BLV Vanguard Long-Term Bond Index ETF 84% 1 60 0 0.04% 4.3%
LONG GOVERNMENT EDV Vanguard Extended Dur Trs Idx ETF 83% 1 60 0 0.06% 3.81%
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond 64% 1 60 0 0.14% 4.15%
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF 36% 1 60 0 0.04% 3.02%
Intermediate-Term Bond VCIT Vanguard Interm-Tm Corp Bd Idx ETF 35% 1 60 0 0.04% 3.69%
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Sec Idx ETF 35% 1 60 0 0.04% 3.31%
LONG GOVERNMENT VGLT Vanguard Long-Term Govt Bd Idx ETF 22% 1 60 0 0.04% 3.29%
SHORT GOVERNMENT VGSH Vanguard Short-Term Govt Bd Idx ETF 21% 1 60 0 0.04% 3.15%
Intermediate Government VGIT Vanguard Interm-Tm Govt Bd Idx ETF 17% 1 60 0 0.04% 2.67%
Intermediate-Term Bond CIU iShares Barclays Intermediate Credit Bd 5% 1 60 0 0.2% 1.8%
Short-Term Bond CSJ iShares Barclays 1-3 Year Credit Bond 0% 1 60 0 0.2% 1.27%
Average Expense Ratio: 0.15%
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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 -0.1% 2.7% 1.3% 1.3% 3.7% 5.2%

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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
The plan consists of 30 funds. It covers 1 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income.


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