MyPlanIQ SMPWA MGI

SMPWA MGI

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
REAL ESTATE
REAL ESTATE CRARX CRARX
REAL ESTATE CSRSX CSRSX
COMMODITIES
Commodities Agriculture DBA DBA
Commodities Precious Metals GLD GLD
Commodities Energy UGA uga
Others
Bear Market EFZ EFZ
Bear Market BOS BOS
Equity Energy IVEIX iveix
FIXED INCOME
Short-Term Bond MSTIX MSTIX
Multisector Bond JSOSX JSOSX
WORLD BOND IVSIX IVSIX
Total Available Funds: 15
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE CRARX CRARX
REAL ESTATE CSRSX CSRSX
COMMODITIES
Commodities Agriculture DBA DBA
Commodities Precious Metals GLD GLD
Commodities Energy UGA uga
Others
Bear Market EFZ EFZ
Bear Market BOS BOS
Equity Energy IVEIX iveix
Trading-Inverse Equity yxi YXI
FIXED INCOME
Short-Term Bond MSTIX MSTIX
Multisector Bond JSOSX JSOSX
WORLD BOND IVSIX IVSIX
Short-Term Bond STBYX stbyx
Short-Term Bond HSDIX HSDIX
Short-Term Bond jshix jshix
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
REAL ESTATE
REAL ESTATE CRARX CRARX 85% 3 60 0 1.18% 1.85%
REAL ESTATE CSRSX CSRSX 76% 3 60 0 0.88% 2%
COMMODITIES
Commodities Agriculture DBA DBA 99% 3 60 0 0.85% 4.53%
Commodities Precious Metals GLD GLD 93% 3 60 0 0.4% 0%
Commodities Energy UGA uga 81% 3 60 0 0.97% 0%
Others
Bear Market EFZ EFZ 91% 3 60 0 0.95% 3.19%
Bear Market BOS BOS 67% 3 60 0 0.75% 0%
Equity Energy IVEIX iveix 50% 3 60 0 1.24% 1.22%
Trading-Inverse Equity yxi YXI 0% 3 60 0 NA NA
FIXED INCOME
Short-Term Bond MSTIX MSTIX 98% 3 60 0 0.67% 2.57%
Multisector Bond JSOSX JSOSX 96% 3 60 0 0.75% 4.18%
WORLD BOND IVSIX IVSIX 79% 3 60 0 0.96% 3.11%
Short-Term Bond STBYX stbyx 67% 3 60 0 0.62% 4.11%
Short-Term Bond HSDIX HSDIX 34% 3 60 0 0.49% 3.81%
Short-Term Bond jshix jshix 0% 3 60 0 NA NA
Average Expense Ratio: 0.81%
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