MyPlanIQ Major Brokerage Investor Fidelity Commission Free ETFs

Fidelity Commission Free ETFs

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Investment Options
Total Available Funds: 42
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEMV iShares MSCI Emerging Mkt Min Vol Index
DIVERSIFIED EMERGING MKTS DVYE iShares Emerging Markets Dividend
DIVERSIFIED EMERGING MKTS IEMG iShares Core MSCI Emerging Markets ETF
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
Global Real Estate IFGL iShares International Dev Rel Est
INTERNATIONAL EQUITY
WORLD STOCK ACWI iShares MSCI ACWI Index
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx
Foreign Large Blend EFAV iShares MSCI EAFE Min Volatility
Others
Corporate Bond LQD iShares iBoxx $ Invest Grade Corp Bond
Total Available Funds: 42
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEMV iShares MSCI Emerging Mkt Min Vol Index
DIVERSIFIED EMERGING MKTS DVYE iShares Emerging Markets Dividend
DIVERSIFIED EMERGING MKTS IEMG iShares Core MSCI Emerging Markets ETF
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
Global Real Estate IFGL iShares International Dev Rel Est
INTERNATIONAL EQUITY
WORLD STOCK ACWI iShares MSCI ACWI Index
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx
Foreign Large Blend EFAV iShares MSCI EAFE Min Volatility
Foreign Large Blend IXUS iShares Core MSCI Total Intl Stk ETF
Foreign Large Blend IEFA iShares Core MSCI EAFE ETF
Others
Corporate Bond LQD iShares iBoxx $ Invest Grade Corp Bond
FIXED INCOME
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury
Intermediate Government AGZ iShares Barclays Agency Bond
Intermediate-Term Bond GVI iShares Barclays Interm Govt/Credit Bond
Muni National Interm MUB iShares S&P National AMT-Free Muni Bd
Intermediate-Term Bond MBB iShares Barclays MBS Bond
Muni National Short SUB iShares S&P S/T Natnl AMT-Free Muni Bd
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond
WORLD BOND IGOV iShares S&P/Citi Intl Treasury Bond
WORLD BOND ISHG iShares S&P/Citi 1-3 Yr Intl Treasury Bd
ULTRASHORT BOND FLOT iShares Floating Rate Note
Inflation-Protected Bond STIP iShares Barclays 0-5 Year TIPS Bond
Intermediate Government GOVT iShares Barclays U.S. Treasury Bond
Intermediate Government GNMA iShares Barclays GNMA Bond
Short-Term Bond ISTB iShares Core Short-Term US Bond ETF
WORLD BOND ITIP iShares Intnl Inflation-Linked Bond Fund
US EQUITY
MID-CAP VALUE DVY iShares Dow Jones Select Dividend Index
Small Growth IJT iShares S&P SmallCap 600 Growth
LARGE GROWTH IVW iShares S&P 500 Growth Index
SMALL VALUE IJS iShares S&P SmallCap 600 Value Index
LARGE VALUE IVE iShares S&P 500 Value Index
SMALL BLEND IWC iShares Russell Microcap Index
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index
SMALL BLEND IJR iShares S&P SmallCap 600 Index
MID-CAP BLEND IJH iShares S&P MidCap 400 Index
LARGE BLEND IVV iShares S&P 500 Index
LARGE BLEND OEF iShares S&P 100 Index
LARGE BLEND USMV iShares MSCI USA Min Volatility
Total Available Funds: 42
  • 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 EEMV iShares MSCI Emerging Mkt Min Vol Index 37% 1 60 0 0.25% 3.06%
DIVERSIFIED EMERGING MKTS DVYE iShares Emerging Markets Dividend 34% 1 60 0 0.49% 9.12%
DIVERSIFIED EMERGING MKTS IEMG iShares Core MSCI Emerging Markets ETF 3% 1 60 0 0.09% 3%
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate 100% 1 60 0 0.4% 3.02%
Global Real Estate IFGL iShares International Dev Rel Est 97% 1 60 0 0.48% 3.54%
INTERNATIONAL EQUITY
WORLD STOCK ACWI iShares MSCI ACWI Index 96% 1 60 0 0.32% 2%
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx 92% 1 60 0 0.51% 6.99%
Foreign Large Blend EFAV iShares MSCI EAFE Min Volatility 27% 1 60 0 0.2% 3.31%
Foreign Large Blend IXUS iShares Core MSCI Total Intl Stk ETF 3% 1 60 0 0.07% 3.29%
Foreign Large Blend IEFA iShares Core MSCI EAFE ETF 3% 1 60 0 0.07% 3.37%
Others
Corporate Bond LQD iShares iBoxx $ Invest Grade Corp Bond 64% 1 60 0 0.14% 4.31%
FIXED INCOME
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond 100% 1 60 0 0.03% 3.39%
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury 100% 1 60 0 0.15% 3.13%
Intermediate Government AGZ iShares Barclays Agency Bond 99% 1 60 0 0.2% 3.34%
Intermediate-Term Bond GVI iShares Barclays Interm Govt/Credit Bond 99% 1 60 0 0.2% 3.11%
Muni National Interm MUB iShares S&P National AMT-Free Muni Bd 99% 1 60 0 0.05% 2.84%
Intermediate-Term Bond MBB iShares Barclays MBS Bond 99% 1 60 0 0.04% 3.6%
Muni National Short SUB iShares S&P S/T Natnl AMT-Free Muni Bd 98% 1 60 0 0.07% 1.93%
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond 98% 1 60 0 0.15% 3.5%
Inflation-Protected Bond TIP iShares Barclays TIPS Bond 97% 1 60 0 0.19% 3.16%
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond 94% 1 60 0 0.39% 4.99%
WORLD BOND IGOV iShares S&P/Citi Intl Treasury Bond 74% 1 60 0 0.35% 0%
WORLD BOND ISHG iShares S&P/Citi 1-3 Yr Intl Treasury Bd 46% 1 60 0 0.35% 0.19%
ULTRASHORT BOND FLOT iShares Floating Rate Note 41% 1 60 0 0.15% 5.93%
Inflation-Protected Bond STIP iShares Barclays 0-5 Year TIPS Bond 38% 1 60 0 0.03% 3.22%
Intermediate Government GOVT iShares Barclays U.S. Treasury Bond 15% 1 60 0 0.05% 2.9%
Intermediate Government GNMA iShares Barclays GNMA Bond 14% 1 60 0 0.1% 3.75%
Short-Term Bond ISTB iShares Core Short-Term US Bond ETF 3% 1 60 0 0.06% 3.44%
WORLD BOND ITIP iShares Intnl Inflation-Linked Bond Fund 0% 1 60 0 0.4% 0%
US EQUITY
MID-CAP VALUE DVY iShares Dow Jones Select Dividend Index 100% 1 60 0 0.38% 4.06%
Small Growth IJT iShares S&P SmallCap 600 Growth 99% 1 60 0 0.18% 1.1%
LARGE GROWTH IVW iShares S&P 500 Growth Index 99% 1 60 0 0.18% 0.86%
SMALL VALUE IJS iShares S&P SmallCap 600 Value Index 99% 1 60 0 0.18% 1.68%
LARGE VALUE IVE iShares S&P 500 Value Index 99% 1 60 0 0.18% 2.1%
SMALL BLEND IWC iShares Russell Microcap Index 98% 1 60 0 0.6% 1.27%
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index 98% 1 60 0 0.18% 1.91%
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index 98% 1 60 0 0.17% 1.11%
SMALL BLEND IJR iShares S&P SmallCap 600 Index 97% 1 60 0 0.06% 1.48%
MID-CAP BLEND IJH iShares S&P MidCap 400 Index 95% 1 60 0 0.05% 1.05%
LARGE BLEND IVV iShares S&P 500 Index 93% 1 60 0 0.03% 1.64%
LARGE BLEND OEF iShares S&P 100 Index 70% 1 60 0 0.2% 1.36%
LARGE BLEND USMV iShares MSCI USA Min Volatility 19% 1 60 0 0.15% 2.02%
Average Expense Ratio: 0.2%
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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 6.6% 13.7% 1.4% 2.8% 3.2% 5.4%

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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.


Other Related Portfolios YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
Fidelity Commission Free ETFs Tactical Asset Allocation Most Aggressive 9.4% 20.5% 2.3% 3.4% 2.0%
Description
The plan consists of 42 funds. It covers 5 major asset classes and 27 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income, US Equity, Emerging Market Equity and REITs.

Latest update in 4/2013 for expanded Fidelity Commission Free ETFs .



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