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MyPlanIQ Chris Alex Green

Chris Alex Green

Waiting for approval. Once it is approved for public use, the portfolio customization will be available.
Tips: Only the pre-defined plans, like 401K, 403B and 529, will get approval. For expert users, they may create any kind of plans for their own use.

Investment Menu Rating:

Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX VEMAX
Others
Natural Resources VGPMX VGPMX
INTERNATIONAL EQUITY
EUROPE STOCK VEUSX VEUSX
DIVERSIFIED PACIFIC/ASIA VPADX VPADX
REAL ESTATE
REAL ESTATE VGSLX VGSLX
US EQUITY
LARGE BLEND VTSAX VTSAX
SMALL BLEND VSMAX VSMAX
FIXED INCOME
Short-Term Bond VFSTX VFUSX
Inflation-Protected Bond VIPSX VIPSX
Inflation-Protected Bond VAIPX VAIPX
Total Available Funds: 11
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX VEMAX
Others
Natural Resources VGPMX VGPMX
INTERNATIONAL EQUITY
EUROPE STOCK VEUSX VEUSX
DIVERSIFIED PACIFIC/ASIA VPADX VPADX
REAL ESTATE
REAL ESTATE VGSLX VGSLX
US EQUITY
LARGE BLEND VTSAX VTSAX
SMALL BLEND VSMAX VSMAX
FIXED INCOME
Short-Term Bond VFSTX VFUSX
Inflation-Protected Bond VIPSX VIPSX
Inflation-Protected Bond VAIPX VAIPX
High Yield Bond VWEAX VWEAX
Total Available Funds: 11
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS VEMAX VEMAX 65% 3 60 0 0.08% 3.01%
Others
Natural Resources VGPMX VGPMX 64% 3 60 0 0.36% 5.24%
INTERNATIONAL EQUITY
EUROPE STOCK VEUSX VEUSX 66% 3 60 0 0.11% 3.21%
DIVERSIFIED PACIFIC/ASIA VPADX VPADX 38% 3 60 0 0.08% 4.06%
REAL ESTATE
REAL ESTATE VGSLX VGSLX 51% 3 60 0 0.12% 3.9%
US EQUITY
LARGE BLEND VTSAX VTSAX 80% 3 60 0 0.03% 1.29%
SMALL BLEND VSMAX VSMAX 80% 3 60 0 0.05% 1.52%
FIXED INCOME
Short-Term Bond VFSTX VFUSX 99% 3 60 0 0.1% 4.6%
Inflation-Protected Bond VIPSX VIPSX 98% 3 60 0 0.07% 4.41%
Inflation-Protected Bond VAIPX VAIPX 91% 3 60 0 0.07% 4.51%
High Yield Bond VWEAX VWEAX 85% 3 60 0 0.13% 6.41%
Average Expense Ratio: 0.11%
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