MyPlanIQ Morningstar 401K ETF Clone-PID-PIZ

Morningstar 401K ETF Clone-PID-PIZ

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF
Emerging Market
DIVERSIFIED EMERGING MKTS EWX SPDR S&P Emerging Markets Small Cap
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
INTERNATIONAL EQUITY
Foreign Large Value PID
Foreign Large Blend PIZ
Others
Financial XLF Financial Select Sector SPDR
Moderate Allocation AOM iShares S&P Moderate Allocation
ROOT CASH CASH
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking
Total Available Funds: 26
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF
Emerging Market
DIVERSIFIED EMERGING MKTS EWX SPDR S&P Emerging Markets Small Cap
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
INTERNATIONAL EQUITY
Foreign Large Value PID
Foreign Large Blend PIZ
Others
Financial XLF Financial Select Sector SPDR
Moderate Allocation AOM iShares S&P Moderate Allocation
ROOT CASH CASH
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking
US EQUITY
LARGE VALUE VTV Vanguard Value ETF
LARGE GROWTH VUG Vanguard Growth ETF
SMALL VALUE VBR Vanguard Small Cap Value ETF
Mid-Cap Growth IWP iShares Russell Midcap Growth Index
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF
LARGE BLEND VTI Vanguard Total Stock Market ETF
LARGE GROWTH MGK Vanguard Mega Cap 300 Gr Index ETF
LARGE BLEND IWV iShares Russell 3000 Index
SMALL BLEND VB Vanguard Small Cap ETF
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF
LARGE BLEND VIG Vanguard Dividend Appreciation ETF
FIXED INCOME
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Multisector Bond GVI iShares Barclays Interm Govt/Credit Bond
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
High Yield Bond JNK SPDR Barclays Capital High Yield Bond
Total Available Funds: 26
  • 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
REAL ESTATE VNQ Vanguard REIT Index ETF 95% 1 60 0 0.12% 4.08%
Emerging Market
DIVERSIFIED EMERGING MKTS EWX SPDR S&P Emerging Markets Small Cap 98% 1 60 0 0.65% 2.32%
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF 97% 1 60 0 0.08% 3.51%
INTERNATIONAL EQUITY
Foreign Large Value PID 99% 1 60 0 0.53% 3.36%
Foreign Large Blend PIZ 98% 1 60 0 0.8% 1.76%
Others
Financial XLF Financial Select Sector SPDR 96% 1 60 0 0.09% 1.59%
Moderate Allocation AOM iShares S&P Moderate Allocation 83% 1 60 0 0.15% 2.76%
ROOT CASH CASH 0% 1 60 0 NA 4.14%
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking 94% 1 60 0 0.85% 4.95%
US EQUITY
LARGE VALUE VTV Vanguard Value ETF 100% 1 60 0 0.05% 2.35%
LARGE GROWTH VUG Vanguard Growth ETF 99% 1 60 0 0.04% 0.53%
SMALL VALUE VBR Vanguard Small Cap Value ETF 98% 1 60 0 0.06% 2.08%
Mid-Cap Growth IWP iShares Russell Midcap Growth Index 97% 1 60 0 0.23% 0.5%
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF 97% 1 60 0 0.19% 0.68%
LARGE BLEND VTI Vanguard Total Stock Market ETF 96% 1 60 0 0.03% 1.35%
LARGE GROWTH MGK Vanguard Mega Cap 300 Gr Index ETF 96% 1 60 0 0.06% 0.46%
LARGE BLEND IWV iShares Russell 3000 Index 96% 1 60 0 0.2% 1.22%
SMALL BLEND VB Vanguard Small Cap ETF 96% 1 60 0 0.03% 1.51%
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF 94% 1 60 0 0.19% 2.22%
LARGE BLEND VIG Vanguard Dividend Appreciation ETF 93% 1 60 0 0.08% 1.8%
FIXED INCOME
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond 100% 1 60 0 0.03% 3.24%
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%
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%
High Yield Bond JNK SPDR Barclays Capital High Yield Bond 93% 1 60 0 0.4% 6.43%
Average Expense Ratio: 0.22%
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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 0.3% 5.8% 3.2% 6.0% 3.6% 5.7%

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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 26 funds. It covers 6 major asset classes and 21 minor asset classes. The major asset classes it covers are Commodity, Emerging Market Equity, Fixed Income, US Equity, REITs and Foreign Equity.

This is the ETF Clone of the Morningstar 401K Plan.

This is the original Morningstar 401K Plan

This is the first Clone

This is the Clone with PID and PIZ swapped in for EFV and VEA



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