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MyPlanIQ
Major Brokerage Investor
EdMc ETF Plan
Investment Options
| Total Available Funds: | 9 |
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| Total Available Funds: | 9 |
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| Total Available Funds: | 9 |
- R*: Redemption (Minimum months to hold).
- RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
- WP: Waiting Period (minimum months to wait before buy again).
- M*:Mark (p: proxy, n: not used).
| Asset Class | Ticker | Description | Rating | R* | RT | WP | Expense | Yield | ||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.08%
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Model Portfolios 
| Strategic Asset Allocation - Optimal: Click here to see this strategy description | |||||||
| Optimal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
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Click to Create Model Portfolio | ||||||
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| Tactical Asset Allocation: Click here to see this strategy description | |||||||
| Dynamic Asset Switching | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
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Click for Portfolio Details or Follow | 0.3% | 10.7% | 4.3% | 7.0% | 6.6% | 8.3% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| Asset Allocation Composite: Click here to see this strategy description | |||||||
| Strategic Asset Allocation with Dynamic Risk Adjustment | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
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Click to Create Model Portfolio | ||||||
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
* AR: Annualized Return
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
** YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.
Description(Ticker:EDMC)
The plan consists of 9 funds. It covers 4 major asset classes and 7 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, REITs and US Equity.
This plan was created based on a user's request. It consists of the following ETFs:
VCIT, BND, BSV, VEU, VSS, VNQ, VTI, VBR
| Company | Exchange | Symbol | Last price | Quote change | Market cap | |||
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| Vanguard Intermediate-Term Corporate Bond ETF | NASDAQ | VCIT | 78.84 | +0.23 (0.30%) | 212.88M | |||
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| Vanguard Total Bond Market ETF | NYSE | BND | 81.34 | +0.15 (0.18%) | 8.10B | |||
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| Vanguard Short-Term Bond ETF | NYSE | BSV | 81.05 | +0.08 (0.10%) | 5.23B | |||
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| Vanguard FTSE All-World ex-US ETF | NYSE | VEU | 41.43 | -0.09 (-0.22%) | 5.43B | |||
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| Vanguard FTSE All Wld Ex USSml Cap (ETF) | NYSE | VSS | 81.04 | -0.15 (-0.19%) | 471.96M | |||
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| Vanguard REIT ETF | NYSE | VNQ | 48.57 | -0.24 (-0.49%) | 5.37B | |||
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| Vanguard Total Stock Market ETF | NYSE | VTI | 55.59 | -0.21 (-0.38%) | 13.26B | |||
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| Vanguard Small-Cap Value ETF | NYSE | VBR | 56.33 | -0.51 (-0.90%) | 1.34B | |||
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