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WealthcareIQ Select Mrkt Cap ETFs
Investment Model Portfolios

Powershares Dynamic Large Cap Value

PWV

Powershares QQQ

QQQ

SPDR S&P 500

SPY

Vanguard Growth ETF

VUG

iShares S&P MidCap 400 Growth Indx

IJK

iShares S&P MidCap 400 Value Indx

IJJ

Rydex S&P Midcap 400 Pure Growth

RFG

SPDR S&P Midcap 400

MDY

iShares Morningstar Small Value Idx

JKL

Vanguard Small Cap ETF

VB

Vanguard Small Cap Growth ETF

VBK

iShares Int'l Select Div

IDV

iSharesMSCI EAFE

EFA

Powershares DWA Dev Mrkt

PIZ

Vanguard MSCI Emerging Markets ETF

VWO

Vanguard REIT Index

VNQ

Vanguard Intermediate Term Bd

BIV

Vanguard Short-Term Corp Bd

SCPB

Powershares Int'l Corp Bd

PICB

SPDR Barclays High  Yield Bd

JNK

Vanguard REIT Index

VNQ

First Trust Dow Jones Internet Idx

FDN

First Trust Utilities AlphaDEX

FXU

Powershares DWA Energy

PXI




Investment options of WealthcareIQ Select Mrkt Cap ETFs

Total Available Funds: 23
Asset Class Ticker Description
US EQUITY
LARGE VALUE PWV PowerShares Dynamic Large Cap Value
LARGE GROWTH QQQ PowerShares QQQ
LARGE BLEND SPY SPDR S&P 500
LARGE GROWTH VUG Vanguard Growth ETF
Mid-Cap Growth IJK iShares S&P MidCap 400 Growth Index
MID-CAP VALUE IJJ iShares S&P MidCap 400 Value Index
Mid-Cap Growth RFG Guggenheim S&P Midcap 400 Pure Growth
MID-CAP BLEND MDY SPDR S&P MidCap 400
SMALL VALUE JKL iShares Morningstar Small Value Index
SMALL BLEND VB Vanguard Small Cap ETF
Small Growth VBK Vanguard Small Cap Growth ETF
INTERNATIONAL EQUITY
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx
Foreign Large Blend EFA iShares MSCI EAFE Index
Foreign Large Growth PIZ PowerShares DWA Dev Mkts Technical Ldrs
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
Short-Term Bond SCPB SPDR Barclays Capital Short Term Corp Bd
WORLD BOND PICB PowerShares International Corporate Bond
High Yield Bond JNK SPDR Barclays Capital High Yield Bond
Others
Technology FDN First Trust Dow Jones Internet Index
Utilities FXU First Trust Utilities AlphaDEX
Equity Energy PXI PowerShares Dynamic Energy

Investment model portfolios

We provide two types of investment model portfolios for WealthcareIQ Select Mrkt Cap 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 Select Mrkt Cap ETFs Strategic Asset Allocation - Optimal Moderate NA 21.18% 1.49% 6.51% 5.48% 7.01% 6.73% 6.67%
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 Select Mrkt Cap ETFs Tactical Asset Allocation Moderate NA 12.91% 3.37% 8.84% 5.95% 7.71% 8.72% 7.58%
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