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, December 3, 2018. You can also find the re-balance calendar for 2017 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.

Allocation Mutual Fund Review

It’s been a while since last time we looked at some of representative asset allocation funds. MyPlanIQ has been tracking some of best allocation funds on SmartMoneyIQ Managers. In this newsletter, we want to look at their recent performance. 

US allocation funds

These funds are moderate allocation (Morningstar defines this category as 50% to 70% equity) funds that mainly invest in US stocks and bonds. 

Performance Comparison (as of 11/26/2018)
Ticker/Portfolio NameYTD
Return**
1Yr AR3Yr AR5Yr AR10Yr AR15 Yr ARMaxDD
50 To 70 Percent Tactical Balanced Portfolio3.0%5.5%9.7%8.2%12.4%10.6%12.9%
PRWCX (T. Rowe Price Capital Appreciation)2.5%3.9%8.1%9.0%14.3%9.3%41.8%
VWELX (Vanguard Wellington Inv)-0.9%-2.1%6.1%6.2%11.0%7.8%36.1%
DODBX (Dodge & Cox Balanced)-0.5%2.7%8.5%7.1%13.0%7.4%50.2%
BRUFX (Bruce)-0.7%0.0%4.5%6.7%13.0%9.6%42.2%
VBINX (Vanguard Balanced Index Inv)-0.3%1.5%6.7%6.6%10.8%7%36%

MaxDD: Maximum Drawdown (a peak to a following trough)

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