MyPlanIQ PMI CORE Watch List

PMI CORE Watch List

This Plan is unrated.
Investment Options
Total Available Funds: 43
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM eem
China Region EWH ewh
Latin America Stock EWZ ewz
REAL ESTATE
REAL ESTATE IYR iyr
REAL ESTATE VNQ vnq
INTERNATIONAL EQUITY
Foreign Large Blend EFA efa
EUROPE STOCK VGK vgk
EUROPE STOCK EWG ewg
Others
Equity Energy XLE Xle
Utilities XLU xlu
Financial XLF xlf
Total Available Funds: 43
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM eem
China Region EWH ewh
Latin America Stock EWZ ewz
REAL ESTATE
REAL ESTATE IYR iyr
REAL ESTATE VNQ vnq
INTERNATIONAL EQUITY
Foreign Large Blend EFA efa
EUROPE STOCK VGK vgk
EUROPE STOCK EWG ewg
PACIFIC/ASIA EX-JAPAN STK EWY ewy
JAPAN STOCK EWJ ewj
Others
Equity Energy XLE Xle
Utilities XLU xlu
Financial XLF xlf
Health XLV Xlv
Consumer Defensive XLP xlp
Industrials XLI xli
Technology XLK xlk
Natural Resources XLB xlb
Consumer Cyclical XHB xhb
Financial IYF iyf
Financial KBE kbe
Natural Resources XME xme
Equity Energy XOP xop
Consumer Cyclical XRT xrt
ROOT CASH Cash
COMMODITIES
Commodities Precious Metals GLD gld
Commodities Precious Metals SLV slv
US EQUITY
LARGE BLEND SPY spy
SMALL VALUE IWN iwn
LARGE GROWTH IWF iwf
LARGE VALUE DIA dia
LARGE BLEND VTI vti
LARGE BLEND VIG Vig
FIXED INCOME
Intermediate-Term Bond AGG agg
LONG GOVERNMENT IEF ief
Intermediate-Term Bond BND bnd
SHORT GOVERNMENT SHY Shy
Inflation-Protected Bond TIP tip
High Yield Bond HYG hyg
High Yield Bond JNK jnk
LONG GOVERNMENT TLT tlt
ULTRASHORT BOND BIL Bil
Long-Term Bond LQD lqd
Total Available Funds: 43
  • 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 EEM eem 100% 1 60 0 0.7% 2.63%
China Region EWH ewh 88% 1 60 0 0.5% 4.54%
Latin America Stock EWZ ewz 52% 1 60 0 0.59% 5.98%
REAL ESTATE
REAL ESTATE IYR iyr 100% 1 60 0 0.4% 2.84%
REAL ESTATE VNQ vnq 95% 1 60 0 0.12% 4.08%
INTERNATIONAL EQUITY
Foreign Large Blend EFA efa 100% 1 60 0 0.33% 2.9%
EUROPE STOCK VGK vgk 96% 1 60 0 0.09% 3.12%
EUROPE STOCK EWG ewg 82% 1 60 0 0.5% 2.49%
PACIFIC/ASIA EX-JAPAN STK EWY ewy 69% 1 60 0 0.59% 2.55%
JAPAN STOCK EWJ ewj 32% 1 60 0 0.5% 1.88%
Others
Equity Energy XLE Xle 96% 1 60 0 0.09% 3.46%
Utilities XLU xlu 96% 1 60 0 0.09% 3.45%
Financial XLF xlf 96% 1 60 0 0.09% 1.59%
Health XLV Xlv 96% 1 60 0 0.09% 1.5%
Consumer Defensive XLP xlp 96% 1 60 0 0.09% 2.54%
Industrials XLI xli 95% 1 60 0 0.09% 1.53%
Technology XLK xlk 95% 1 60 0 0.09% 0.7%
Natural Resources XLB xlb 95% 1 60 0 0.09% 1.95%
Consumer Cyclical XHB xhb 94% 1 60 0 0.35% 0.71%
Financial IYF iyf 86% 1 60 0 0.4% 1.57%
Financial KBE kbe 85% 1 60 0 0.35% 2.93%
Natural Resources XME xme 79% 1 60 0 0.35% 1.06%
Equity Energy XOP xop 79% 1 60 0 0.35% 2.56%
Consumer Cyclical XRT xrt 78% 1 60 0 0.35% 1.32%
ROOT CASH Cash 0% 1 60 0 NA 4.14%
COMMODITIES
Commodities Precious Metals GLD gld 93% 1 60 0 0.4% 0%
Commodities Precious Metals SLV slv 92% 1 60 0 0.5% 0%
US EQUITY
LARGE BLEND SPY spy 100% 1 60 0 0.09% 1.3%
SMALL VALUE IWN iwn 100% 1 60 0 0.24% 2.07%
LARGE GROWTH IWF iwf 99% 1 60 0 0.19% 0.61%
LARGE VALUE DIA dia 98% 1 60 0 0.16% 1.74%
LARGE BLEND VTI vti 96% 1 60 0 0.03% 1.35%
LARGE BLEND VIG Vig 93% 1 60 0 0.08% 1.8%
FIXED INCOME
Intermediate-Term Bond AGG agg 100% 1 60 0 0.03% 3.24%
LONG GOVERNMENT IEF ief 100% 1 60 0 0.15% 3.01%
Intermediate-Term Bond BND bnd 99% 1 60 0 0.15% 3.19%
SHORT GOVERNMENT SHY Shy 98% 1 60 0 0.15% 3.11%
Inflation-Protected Bond TIP tip 97% 1 60 0 0.19% 2.76%
High Yield Bond HYG hyg 94% 1 60 0 0.49% 5.79%
High Yield Bond JNK jnk 93% 1 60 0 0.4% 6.43%
LONG GOVERNMENT TLT tlt 91% 1 60 0 0.15% 3.59%
ULTRASHORT BOND BIL Bil 83% 1 60 0 0.14% 4.98%
Long-Term Bond LQD lqd 64% 1 60 0 0.14% 4.15%
Average Expense Ratio: 0.26%
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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 0.9% 8.3% 4.7% 6.9% 4.8% 6.0%

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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 46 funds. It covers 6 major asset classes and 30 minor asset classes. The major asset classes it covers are Fixed Income, Emerging Market Equity, Foreign Equity, Commodity, REITs and US Equity.
It is designed to be used with portfolios requiring different levels of risk constraints from low risk bond portfolios to growth portfolios that may be invested 100% in more volatile securities (stock and precious metals funds, for example) to those portfolios that require a balance between bonds and stocks.


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