MyPlanIQ Ruddy

Ruddy

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.

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RUDDY H. OQUENDO MALDONADO RETIREMENT PLAN
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGRSX VGRSX
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX VWIGX
Others
Moderate Allocation VBASX VBASX
FIXED INCOME
SHORT GOVERNMENT VSGBX VSGBX
Long-Term Bond VWESX VWESX
Intermediate-Term Bond VBTSX VBTSX
US EQUITY
SMALL VALUE VISVX VISVX
LARGE VALUE VWNFX VWNFX
Mid-Cap Growth VMGIX VMGIX
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGRSX VGRSX
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX VWIGX
Others
Moderate Allocation VBASX VBASX
FIXED INCOME
SHORT GOVERNMENT VSGBX VSGBX
Long-Term Bond VWESX VWESX
Intermediate-Term Bond VBTSX VBTSX
US EQUITY
SMALL VALUE VISVX VISVX
LARGE VALUE VWNFX VWNFX
Mid-Cap Growth VMGIX VMGIX
MID-CAP VALUE VASVX VASVX
Small Growth VEXPX VEXPX
SMALL BLEND VSISX VSISX
MID-CAP BLEND VMISX VMISX
LARGE GROWTH VMRGX VMRGX
LARGE BLEND VTSSX VTSSX
LARGE BLEND VIFSX VIFSX
Total Available Funds: 16
  • 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 VGRSX VGRSX 0% 3 60 0 0.1% 4%
INTERNATIONAL EQUITY
Foreign Large Blend VWIGX VWIGX 82% 3 60 0 0.45% 8.82%
Others
Moderate Allocation VBASX VBASX 0% 3 60 0 0.1% 2.02%
FIXED INCOME
SHORT GOVERNMENT VSGBX VSGBX 95% 3 60 0 0.1% 3.22%
Long-Term Bond VWESX VWESX 83% 3 60 0 0.22% 4.49%
Intermediate-Term Bond VBTSX VBTSX 0% 3 60 0 0.1% 2.71%
US EQUITY
SMALL VALUE VISVX VISVX 100% 3 60 0 0.06% 1.66%
LARGE VALUE VWNFX VWNFX 99% 3 60 0 0.26% 9.91%
Mid-Cap Growth VMGIX VMGIX 98% 3 60 0 0.19% 0.49%
MID-CAP VALUE VASVX VASVX 84% 3 60 0 0.43% 13.27%
Small Growth VEXPX VEXPX 76% 3 60 0 0.45% 6.54%
SMALL BLEND VSISX VSISX 0% 3 60 0 0.16% 1.34%
MID-CAP BLEND VMISX VMISX 0% 3 60 0 0.1% 1.21%
LARGE GROWTH VMRGX VMRGX 0% 3 60 0 0.42% 0%
LARGE BLEND VTSSX VTSSX 0% 3 60 0 0.06% 1.97%
LARGE BLEND VIFSX VIFSX 0% 3 60 0 0.05% 2.09%
Average Expense Ratio: 0.2%
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