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Major Asset ETFs
Investment Model Portfolios

This plan uses ETFs which represent major asset classes from various ETF providers. The main criterion is the expense and liquidity. We will extend/use Vanguard ETFs in a later version.

Investment options of Major Asset ETFs

Total Available Funds: 36
Asset Class Ticker Description
US EQUITY
LARGE VALUE IWD iShares Russell 1000 Value Index IWD
LARGE BLEND IVV iShares S&P 500 Index IVV
LARGE BLEND IWB iShares Russell 1000 Index IWB
LARGE BLEND IWV iShares Russell 3000 Index IWV
LARGE GROWTH IVW iShares S&P 500 Growth Index IVW
LARGE GROWTH IWF iShares Russell 1000 Growth Index IWF
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index IJJ
MID-CAP BLEND IJH iShares S&P MidCap 400 Index IJH
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index IJK
SMALL VALUE IJS iShares S&P SmallCap 600 Value Index IJS
SMALL VALUE IWN iShares Russell 2000 Value Index IWN
SMALL BLEND IJR iShares S&P SmallCap 600 Index IJR
SMALL BLEND IWM iShares Russell 2000 Index IWM
Small Growth IJT iShares S&P SmallCap 600 Growth IJT
Small Growth IWO iShares Russell 2000 Growth Index IWO
INTERNATIONAL EQUITY
WORLD STOCK ACWI iShares MSCI ACWI Index ACWI
Foreign Large Blend EFA iShares MSCI EAFE Index EFA
Foreign Small/Mid Value SCZ iShares MSCI EAFE Small Cap Index SCZ
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index EEM
FIXED INCOME
Intermediate-Term Bond AGG iShares Lehman Aggregate Bond AGG
Inflation-Protected Bond TIP iShares Lehman TIPS Bond TIP
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond LQD
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond EMB
Muni National Long MUB iShares S&P National Municipal Bond MUB
WORLD BOND BWX International Treasury Bonds (BWX)
LONG GOVERNMENT TLT Long Term Treasury Bond (TLT)
Intermediate Government IEI Intermediate Term Treasury Bond (IEI)
SHORT GOVERNMENT SHY Short Term Treasury Bond (SHY)
High Yield Bond JNK High Yield Junk Bond (JNK)
Short-Term Bond CSJ iShares Lehman 1-3 Year Credit Bond (CSJ)
Intermediate-Term Bond CFT iShares Lehman Credit Bond (CFT)
Others
ROOT CASH Money Market
REAL ESTATE
REAL ESTATE IYR US REIT (IYR)
Global Real Estate RWX International REIT (RWX)
COMMODITIES
COMMODITIES BROAD BASKET DBC Commodities (DBC)
COMMODITIES GLD Gold (GLD)

Investment model portfolios

We provide two types of investment model portfolios for Major Asset ETFs participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Major Asset ETFs Tactical Asset Allocation Moderate NA -2.86% 0.11% 0.15% 4.25% 7.51% NA 7.32%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 2.80% 12.46% 9.97% 13.28% 8.86% 5.96% 6.73%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 2.39% 6.54% 4.76% 7.43% 5.96% 5.36% 5.41%
Data as of 08/30/2019, AR inception is 12/31/2000

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