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, August 31, 2015. You can also find the re-balance calendar for 2014 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.

Review of Asset Allocation Funds and Portfolios

From time to time, we review a selected group of tactical asset allocation funds and portfolios. A previous review can be found in May 5, 2014: Asset Allocation Funds Review.  As we are at the end of August, it is a good time to look at these funds and portfolios again. 

Balanced and world allocation funds review

The following table lists the group of  both U.S. centric balanced funds and world allocation funds. Most of these funds can be found on SmartMoneyIQ Managers page.  

Portfolio Performance Comparison (as of 8/31/2015):

Please login or register an account to view the newsletter