MyPlanIQ Major Brokerage Investor LongView Scenarios Plan

LongView Scenarios Plan

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Others
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 R
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 R
US EQUITY
Small Growth JATTX Janus Triton T
LARGE BLEND PEOPX Dreyfus S&P 500 Index
SMALL VALUE VSCAX Van Kampen Small Cap Value A
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return R
Inflation-Protected Bond BPRAX BlackRock Inflation Protected Bond A
Total Available Funds: 22
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds EuroPacific Gr R4
Others
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 R
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 R
Target Date 2050+ RRTFX T. Rowe Price Retirement 2050 R
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 R
Target Date 2041-2045 RRTRX T. Rowe Price Retirement 2045 R
Target Date 2031-2035 RRTPX T. Rowe Price Retirement 2035 R
Target Date 2011-2015 RRTMX T. Rowe Price Retirement 2015 R
Target Date 2021-2025 RRTNX T. Rowe Price Retirement 2025 R
Moderate Allocation OARBX Oakmark Equity & Income II
ROOT CASH QWNYQ
US EQUITY
Small Growth JATTX Janus Triton T
LARGE BLEND PEOPX Dreyfus S&P 500 Index
SMALL VALUE VSCAX Van Kampen Small Cap Value A
Mid-Cap Growth PEEAX Jennison Mid Cap Growth A
LARGE VALUE MVRRX MFS Value R2
MID-CAP VALUE CMUAX Columbia Mid Cap Value A
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return R
Inflation-Protected Bond BPRAX BlackRock Inflation Protected Bond A
Total Available Funds: 22
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A 65% 1 60 0 0.84% 0.52%
INTERNATIONAL EQUITY
Foreign Large Blend REREX American Funds EuroPacific Gr R4 56% 1 60 0 0.9% 3.66%
Others
Target Date 2000-2010 RRTAX T. Rowe Price Retirement 2010 R 67% 1 60 0 0.99% 3.97%
Target Date 2036-2040 RRTDX T. Rowe Price Retirement 2040 R 65% 1 60 0 0.6% 5.57%
Target Date 2026-2030 RRTCX T. Rowe Price Retirement 2030 R 63% 1 60 0 1.08% 6.03%
Target Date 2050+ RRTFX T. Rowe Price Retirement 2050 R 60% 1 60 0 0.63% 4.45%
Target Date 2016-2020 RRTBX T. Rowe Price Retirement 2020 R 60% 1 60 0 0.78% 6.49%
Target Date 2041-2045 RRTRX T. Rowe Price Retirement 2045 R 49% 1 60 0 1.12% 4.38%
Target Date 2031-2035 RRTPX T. Rowe Price Retirement 2035 R 45% 1 60 0 0.84% 4.59%
Target Date 2011-2015 RRTMX T. Rowe Price Retirement 2015 R 43% 1 60 0 0.76% 5.18%
Target Date 2021-2025 RRTNX T. Rowe Price Retirement 2025 R 43% 1 60 0 1.05% 6.37%
Moderate Allocation OARBX Oakmark Equity & Income II 0% 1 60 0 0.99% 16.16%
ROOT CASH QWNYQ 0% 1 60 0 NA 2.66%
US EQUITY
Small Growth JATTX Janus Triton T 95% 1 60 0 1.32% 7.37%
LARGE BLEND PEOPX Dreyfus S&P 500 Index 72% 1 60 0 0.5% 6.7%
SMALL VALUE VSCAX Van Kampen Small Cap Value A 62% 1 60 0 0.87% 5.97%
Mid-Cap Growth PEEAX Jennison Mid Cap Growth A 55% 1 60 0 1.08% 4.67%
LARGE VALUE MVRRX MFS Value R2 55% 1 60 0 0.8% 8.16%
MID-CAP VALUE CMUAX Columbia Mid Cap Value A 41% 1 60 0 1.13% 1.42%
LARGE GROWTH RGACX American Funds Growth Fund of Amer R3 37% 1 60 0 0.3% 8.35%
FIXED INCOME
Intermediate-Term Bond PTRRX PIMCO Total Return R 65% 1 60 0 0.8% 3.43%
Inflation-Protected Bond BPRAX BlackRock Inflation Protected Bond A 65% 1 60 0 0.56% 3.32%
Average Expense Ratio: 0.85%
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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% 5.3% -0.5% 5.4% 4.0% 7.0%

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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
The plan consists of 22 funds. It covers 4 major asset classes and 22 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity and Emerging Market Equity.

This plan was requested by a user.



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