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My_Ivy_Plan
Investment Model Portfolios


Investment options of My_Ivy_Plan

Total Available Funds: 22
Asset Class Ticker Description
US EQUITY
LARGE BLEND VOO VOO
MID-CAP BLEND VO VO
SMALL BLEND VB VB
INTERNATIONAL EQUITY
Foreign Large Blend VEU VEU
FOREIGN SMALL/MID GROWTH VSS VSS
Emerging Market
DIVERSIFIED EMERGING MKTS VWO VWO
DIVERSIFIED EMERGING MKTS EWX EWX
FIXED INCOME
Intermediate-Term Bond BND BND
Inflation-Protected Bond TIP TIP
Short-Term Bond BSV BSV
WORLD BOND BWX BWX
Emerging Markets Bond ESD ESD
WORLD BOND WIP WIP
REAL ESTATE
REAL ESTATE VNQ VNQ
Global Real Estate RWX RWX
Others
Industrials IGF IGF
Natural Resources WOOD WOOD
ROOT CASH CASH
COMMODITIES
Commodities Agriculture DBA DBA
Commodities Energy DBE DBE
Commodities Industrial Metals DBB DBB
Commodities Precious Metals DBP DBP

Investment model portfolios

We provide two types of investment model portfolios for My_Ivy_Plan 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
My_Ivy_Plan Tactical Asset Allocation Moderate NA 13.96% 1.37% 6.12% 4.88% 5.93% 7.27% 6.35%
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