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WealthcareIQ Selected Sector ETFs
Investment Model Portfolios

Vanguard Consumer Discretionary

VCR

Consumer Goods

First Trust Consumer Staples AlphaDEX

FXG

Consumer Staples

Powershares DWA Energy Momentum Port

PXI

Equity Energy

First Trust Financials AlphaDEX

FXO

Financial

Powershares Dynamic Pharmaceutics

PJP

Health

iShares US Aerospace & Defense

ITA

Industrials

DJ U.S. Basic Materials Sector

IYJ

Basic Materials

First Trust Dow Jones Internet Index

FDN

Technology

VanguardREIT Index

VNQ

Real Estate

iShares US Telecommunications

IYZ

Telecommunications

First Trust Utilities AlphaDEX

FXU

Utilities

iShares Gold Trust

IAU

Commodities Precious Metals

Vanguard Emerging Mrkts

VWO

Diversified Emerging Mrkts

Vanguard FTSE Developed Mrkts

VEA

Developed Markets

iShares MSCI ACWI Index

ACWI

World Stock

SPDR Barclays High Yield Bd

JNK

High Yield Bond

iShares TIPS Bond

TIP

Inflation-Protected Bd

Vanguard Intermediate Term Bd

BIV

Intermediate Term Bd

 

Investment options of WealthcareIQ Selected Sector ETFs

Total Available Funds: 18
Asset Class Ticker Description
Others
Consumer Cyclical VCR Vanguard Consumer Discretionary ETF
Consumer Defensive FXG First Trust Consumer Staples AlphaDEX
Equity Energy PXI PowerShares Dynamic Energy
Financial FXO First Trust Financials AlphaDEX
Health PJP PowerShares Dynamic Pharmaceuticals
Industrials ITA iShares Dow Jones US Aerospace & Defense
Industrials IYJ iShares Dow Jones US Industrial
Technology FDN First Trust Dow Jones Internet Index
Communications IYZ iShares Dow Jones US Telecom
Utilities FXU First Trust Utilities AlphaDEX
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF
COMMODITIES
Commodities Precious Metals IAU iShares Gold Trust
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard MSCI EAFE ETF
WORLD STOCK ACWI iShares MSCI ACWI Index
FIXED INCOME
High Yield Bond JNK SPDR Barclays Capital High Yield Bond
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF

Investment model portfolios

We provide two types of investment model portfolios for WealthcareIQ Selected Sector 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.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
WealthcareIQ Selected Sector ETFs Strategic Asset Allocation - Optimal Moderate NA 17.60% -0.03% 4.48% 4.25% 5.27% 5.34% 4.88%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000

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
WealthcareIQ Selected Sector ETFs Tactical Asset Allocation Moderate NA 10.07% 1.91% 13.88% 8.07% 10.24% 11.03% 9.87%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000