| Total Available Funds: | 7 |
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| Total Available Funds: | 7 |
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| Total Available Funds: | 7 |
- 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 | 15.4% | 17.3% | 7.8% | 5.9% | 6.8% | 5.7% |
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| Strategic Asset Allocation - Optimal: Click here to see this strategy description | |||||||
| Optimal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
Click for Portfolio Details or Follow | 13.8% | 16.7% | 7.6% | 5.7% | 6.8% | 5.4% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| Tactical Asset Allocation: Click here to see this strategy description | |||||||
| Dynamic Asset Switching | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
|
|
Click for Portfolio Details or Follow | 2.0% | 8.9% | 9.0% | 9.9% | 7.3% | 7.7% |
| Sign up or Login and subscribe 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 to Create Model Portfolio | ||||||
| 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.
Student Tuition Assistance and Revenue Trust (START) Saving Program , is an traditional 529 plan offered by the state of Louisiana. The plan provides two types of investment options: Age-based Track Funds and Variable Earning Funds. The funds in your START 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 you to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan's Variable Earning Funds below.
Vanguard Total World Stock Index Fund
Vanguard Total Stock Market Index Fund
Vanguard Total International Stock Index Fund
Vanguard Small Cap Index Fund
Vanguard Mid Capitalization Index Fund
Vanguard Large Cap Index Fund
Louisiana Principal Protection Fund
For further information, please visit the official website or the START Disclosure Booklet.
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