Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

For regular SAA and TAA portfolios, the next re-balance will be on Monday, June 2, 2014. You can also find the re-balance calendar for 2013 on ‘Dashboard‘ page once you log in.

As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not the same as those used in Strategic and Tactical Asset Allocation (SAA and TAA) portfolios of a plan.

Please note that we now list the next re-balance date on every portfolio page.

Asset Allocation Funds Review

Now that we begin to enter the summer season, it is interesting to review how several asset allocation funds have been doing.  Previously, we did a review on these funds in newsletter  June 17, 2013: Well Known Asset Allocation Fund Review almost a year ago.

Balanced and world allocation funds review

The following table shows how both U.S. centric balanced funds and world allocation funds have done recently: 

Asset Allocation Fund Performance Comparison (as of 5/5/2014): 

Please login or register an account to view the newsletter