MyPlanIQ RBT 7Twelve

RBT 7Twelve

Waiting for approval. Once it is approved for public use, the portfolio customization will be available.
Tips: Only the pre-defined plans, like 401K, 403B and 529, will get approval. For expert users, they may create any kind of plans for their own use.

Investment Menu Rating:

Investment Options
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO
REAL ESTATE
REAL ESTATE VNQ VNQ
INTERNATIONAL EQUITY
Foreign Large Blend VEU VEU
FOREIGN SMALL/MID GROWTH VSS VSS
Others
Natural Resources VAW VAW
Natural Resources GNR
ROOT CASH VMMXX
COMMODITIES
COMMODITIES BROAD BASKET GCC GCC
FIXED INCOME
Intermediate-Term Bond VFICX VFICX
Inflation-Protected Bond VIPSX VIPSX
WORLD BOND BWX BWX
Total Available Funds: 15
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO
REAL ESTATE
REAL ESTATE VNQ VNQ
INTERNATIONAL EQUITY
Foreign Large Blend VEU VEU
FOREIGN SMALL/MID GROWTH VSS VSS
Others
Natural Resources VAW VAW
Natural Resources GNR
ROOT CASH VMMXX
COMMODITIES
COMMODITIES BROAD BASKET GCC GCC
FIXED INCOME
Intermediate-Term Bond VFICX VFICX
Inflation-Protected Bond VIPSX VIPSX
WORLD BOND BWX BWX
Emerging Markets Bond ESD ESD
US EQUITY
SMALL BLEND VB VB
LARGE BLEND VOO VOO
MID-CAP BLEND VO VO
Total Available Funds: 15
  • 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 VWO VWO 97% 3 60 0 0.08% 3.1%
REAL ESTATE
REAL ESTATE VNQ VNQ 95% 3 60 0 0.12% 4.16%
INTERNATIONAL EQUITY
Foreign Large Blend VEU VEU 97% 3 60 0 0.08% 3.1%
FOREIGN SMALL/MID GROWTH VSS VSS 41% 3 60 0 0.07% 3.22%
Others
Natural Resources VAW VAW 81% 3 60 0 0.1% 1.74%
Natural Resources GNR 27% 3 60 0 0.4% 2.41%
ROOT CASH VMMXX 0% 3 60 0 NA 2.61%
COMMODITIES
COMMODITIES BROAD BASKET GCC GCC 85% 3 60 0 0.55% 3.42%
FIXED INCOME
Intermediate-Term Bond VFICX VFICX 99% 3 60 0 0.2% 4.38%
Inflation-Protected Bond VIPSX VIPSX 98% 3 60 0 0.07% 2.87%
WORLD BOND BWX BWX 98% 3 60 0 0.35% 2.05%
Emerging Markets Bond ESD ESD 0% 3 60 0 NA 1.35%
US EQUITY
SMALL BLEND VB VB 96% 3 60 0 0.03% 1.52%
LARGE BLEND VOO VOO 21% 3 60 0 0.03% 1.37%
MID-CAP BLEND VO VO 6% 3 60 0 0.04% 1.77%
Average Expense Ratio: 0.16%
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