MyPlanIQ Major Asset Index Funds Plan

Major Asset Index Funds Plan

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate RWX RWX SPDR DJ Wilshire Intl Real Estate
REAL ESTATE VGSIX VGSIX Vanguard REIT Index
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX Vanguard Emerging Mkts Stock Idx
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX VGTSX Vanguard Total Intl Stock Index
Others
ROOT CASH Money Market Cash
Convertibles VCVSX VCVSX Vanguard Convertible Securities
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC PowerShares DB Commodity Idx Trking Fund
FIXED INCOME
SHORT GOVERNMENT VFISX VFISX Vanguard Short-Term Treasury
Intermediate-Term Bond VFICX VFICX Vanguard Interm-Term Investment-Grade
Short-Term Bond VFSTX VFSTX Vanguard Short-Term Investment-Grade
Total Available Funds: 22
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate RWX RWX SPDR DJ Wilshire Intl Real Estate
REAL ESTATE VGSIX VGSIX Vanguard REIT Index
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX Vanguard Emerging Mkts Stock Idx
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX VGTSX Vanguard Total Intl Stock Index
Others
ROOT CASH Money Market Cash
Convertibles VCVSX VCVSX Vanguard Convertible Securities
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC PowerShares DB Commodity Idx Trking Fund
FIXED INCOME
SHORT GOVERNMENT VFISX VFISX Vanguard Short-Term Treasury
Intermediate-Term Bond VFICX VFICX Vanguard Interm-Term Investment-Grade
Short-Term Bond VFSTX VFSTX Vanguard Short-Term Investment-Grade
Inflation-Protected Bond VIPSX VIPSX Vanguard Inflation-Protected Secs
Intermediate Government VFIIX VFIIX Vanguard GNMA
Intermediate Government VFITX VFITX Vanguard Interm-Term Treasury
LONG GOVERNMENT VUSTX VUSTX Vanguard Long-Term U.S. Treasury
WORLD BOND WIP WIP SPDR DB Intl Govt Infl-Protected Bond
High Yield Bond VWEHX VWEHX Vanguard High-Yield Corporate
Emerging Markets Bond PCY PCY PowerShares Emerging Mkts Sovereign Debt
Long-Term Bond VWESX VWESX Vanguard Long-Term Investment-Grade
WORLD BOND BEGBX BEGBX American Century International Bd Inv
US EQUITY
SMALL BLEND NAESX NAESX Vanguard Small Cap Index
LARGE BLEND VFINX VFINX Vanguard 500 Index Investor
MID-CAP BLEND VIMSX VIMSX Vanguard Mid Capitalization Index
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
REAL ESTATE
Global Real Estate RWX RWX SPDR DJ Wilshire Intl Real Estate 98% 1 60 0 0.59% 4.27%
REAL ESTATE VGSIX VGSIX Vanguard REIT Index 81% 1 60 0 0.12% 3.94%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX Vanguard Emerging Mkts Stock Idx 99% 1 60 0 0.08% 3.29%
INTERNATIONAL EQUITY
Foreign Large Blend VGTSX VGTSX Vanguard Total Intl Stock Index 16% 1 60 0 0.08% 3.12%
Others
ROOT CASH Money Market Cash 0% 1 60 0 NA 4.14%
Convertibles VCVSX VCVSX Vanguard Convertible Securities 0% 1 60 0 0.59% 0%
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC PowerShares DB Commodity Idx Trking Fund 94% 1 60 0 0.85% 4.95%
FIXED INCOME
SHORT GOVERNMENT VFISX VFISX Vanguard Short-Term Treasury 100% 1 60 0 0.1% 4.13%
Intermediate-Term Bond VFICX VFICX Vanguard Interm-Term Investment-Grade 99% 1 60 0 0.2% 4.04%
Short-Term Bond VFSTX VFSTX Vanguard Short-Term Investment-Grade 99% 1 60 0 0.1% 3.28%
Inflation-Protected Bond VIPSX VIPSX Vanguard Inflation-Protected Secs 98% 1 60 0 0.07% 4.24%
Intermediate Government VFIIX VFIIX Vanguard GNMA 98% 1 60 0 0.11% 3.24%
Intermediate Government VFITX VFITX Vanguard Interm-Term Treasury 97% 1 60 0 0.2% 3.38%
LONG GOVERNMENT VUSTX VUSTX Vanguard Long-Term U.S. Treasury 96% 1 60 0 0.1% 3.55%
WORLD BOND WIP WIP SPDR DB Intl Govt Infl-Protected Bond 96% 1 60 0 0.5% 6.4%
High Yield Bond VWEHX VWEHX Vanguard High-Yield Corporate 95% 1 60 0 0.13% 5.68%
Emerging Markets Bond PCY PCY PowerShares Emerging Mkts Sovereign Debt 94% 1 60 0 0.5% 6.7%
Long-Term Bond VWESX VWESX Vanguard Long-Term Investment-Grade 83% 1 60 0 0.22% 4.15%
WORLD BOND BEGBX BEGBX American Century International Bd Inv 0% 1 60 0 0.6% 0%
US EQUITY
SMALL BLEND NAESX NAESX Vanguard Small Cap Index 99% 1 60 0 0.03% 1.4%
LARGE BLEND VFINX VFINX Vanguard 500 Index Investor 98% 1 60 0 0.14% 1.27%
MID-CAP BLEND VIMSX VIMSX Vanguard Mid Capitalization Index 97% 1 60 0 0.04% 1.35%
Average Expense Ratio: 0.25%
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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 1.7% 9.2% 1.9% 4.4% 3.0% 5.5%

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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 6 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, REITs, Commodity and Fixed Income.

 

This plan is setup as a template to illustrate that for a relatively complete major asset classes represented by index mutual funds or ETFs, how EvergreenPlans strategies perform. The redemption period for each fund in this plan is set to be one month. If investors want to mirror this plan, it is recommended that they should choose corresponding ETFs (most of them are provided by Vanguard, iShares and SPDR ETFs) to avoid the limitation of redemption fee.



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