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MyPlanIQ Foundation One (No Bonds)

Foundation One (No Bonds)

This Plan is unrated.
Investment Options
Total Available Funds: 40
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEMSX DEMSX
DIVERSIFIED EMERGING MKTS DREGX DREGX
DIVERSIFIED EMERGING MKTS LZOEX LZOEX
Others
ROOT CASH CASH
INTERNATIONAL EQUITY
Foreign Large Value EFV EFV
Foreign Large Growth EFG EFG
Foreign Large Blend VEA VEA
US EQUITY
LARGE BLEND WVALX WVALX
MID-CAP VALUE VMVIX VMVIX
LARGE BLEND FGRIX FGRIX
Total Available Funds: 40
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEMSX DEMSX
DIVERSIFIED EMERGING MKTS DREGX DREGX
DIVERSIFIED EMERGING MKTS LZOEX LZOEX
Others
ROOT CASH CASH
INTERNATIONAL EQUITY
Foreign Large Value EFV EFV
Foreign Large Growth EFG EFG
Foreign Large Blend VEA VEA
Foreign Small/Mid Blend SCZ SCZ
DIVERSIFIED PACIFIC/ASIA MPACX MPACX
Foreign Large Blend FIGRX FIGRX
WORLD STOCK ARTGX ARTGX
EUROPE STOCK PRESX PRESX
DIVERSIFIED PACIFIC/ASIA MAPIX MAPIX
PACIFIC/ASIA EX-JAPAN STK MACSX MACSX
PACIFIC/ASIA EX-JAPAN STK MAPTX MAPTX
EUROPE STOCK FIEUX FIEUX
Foreign Large Blend HIINX HIINX
Foreign Large Blend RERCX RERCX
US EQUITY
LARGE BLEND WVALX WVALX
MID-CAP VALUE VMVIX VMVIX
LARGE BLEND FGRIX FGRIX
Small Growth JATTX JATTX
LARGE VALUE YAFFX YAFFX
SMALL BLEND FSCRX FSCRX
SMALL VALUE NOSGX NOSGX
LARGE GROWTH FMILX FMILX
Mid-Cap Growth RPMGX RPMGX
Mid-Cap Growth POAGX POAGX
MID-CAP VALUE TRMCX TRMCX
SMALL VALUE DFFVX DFFVX
LARGE GROWTH ARTRX ARTRX
SMALL BLEND DFSTX DFSTX
MID-CAP VALUE APPLX APPLX
MID-CAP BLEND UMBMX UMBMX
Mid-Cap Growth HFCSX HFCSX
SMALL BLEND FMIOX FMIOX
MID-CAP BLEND PESPX PESPX
LARGE GROWTH MFCFX MFCFX
REAL ESTATE
Global Real Estate TAREX TAREX
Global Real Estate VNQI VNQI
Total Available Funds: 40
  • 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 DEMSX DEMSX 95% 2 60 0 0.59% 4.05%
DIVERSIFIED EMERGING MKTS DREGX DREGX 90% 2 60 0 1.36% 2%
DIVERSIFIED EMERGING MKTS LZOEX LZOEX 60% 2 60 0 1.07% 2.09%
Others
ROOT CASH CASH 0% 2 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Value EFV EFV 99% 2 60 0 0.34% 4.65%
Foreign Large Growth EFG EFG 99% 2 60 0 0.36% 2.6%
Foreign Large Blend VEA VEA 97% 2 60 0 0.05% 3.35%
Foreign Small/Mid Blend SCZ SCZ 95% 2 60 0 0.4% 3.59%
DIVERSIFIED PACIFIC/ASIA MPACX MPACX 90% 2 60 0 1.07% 0%
Foreign Large Blend FIGRX FIGRX 90% 2 60 0 0.99% 7.09%
WORLD STOCK ARTGX ARTGX 78% 2 60 0 1.16% 5.08%
EUROPE STOCK PRESX PRESX 77% 2 60 0 0% 10.09%
DIVERSIFIED PACIFIC/ASIA MAPIX MAPIX 76% 2 60 0 1.02% 3.32%
PACIFIC/ASIA EX-JAPAN STK MACSX MACSX 75% 2 60 0 1.07% 4.51%
PACIFIC/ASIA EX-JAPAN STK MAPTX MAPTX 69% 2 60 0 1.03% 2.75%
EUROPE STOCK FIEUX FIEUX 61% 2 60 0 0.76% 2.4%
Foreign Large Blend HIINX HIINX 60% 2 60 0 0.69% 3.45%
Foreign Large Blend RERCX RERCX 56% 2 60 0 0.9% 13.85%
US EQUITY
LARGE BLEND WVALX WVALX 99% 2 60 0 1.04% 18.29%
MID-CAP VALUE VMVIX VMVIX 96% 2 60 0 0.19% 2.14%
LARGE BLEND FGRIX FGRIX 95% 2 60 0 0.58% 10.22%
Small Growth JATTX JATTX 95% 2 60 0 1.32% 11.6%
LARGE VALUE YAFFX YAFFX 92% 2 60 0 1.26% 18.17%
SMALL BLEND FSCRX FSCRX 90% 2 60 0 1.07% 14.6%
SMALL VALUE NOSGX NOSGX 88% 2 60 0 1% 36.06%
LARGE GROWTH FMILX FMILX 87% 2 60 0 0.89% 5.66%
Mid-Cap Growth RPMGX RPMGX 87% 2 60 0 1.29% 6.27%
Mid-Cap Growth POAGX POAGX 85% 2 60 0 0.64% 14.98%
MID-CAP VALUE TRMCX TRMCX 81% 2 60 0 0.83% 9.93%
SMALL VALUE DFFVX DFFVX 78% 2 60 0 0.29% 1.96%
LARGE GROWTH ARTRX ARTRX 78% 2 60 0 1% 3.64%
SMALL BLEND DFSTX DFSTX 71% 2 60 0 0.27% 1.21%
MID-CAP VALUE APPLX APPLX 68% 2 60 0 1.23% 39.04%
MID-CAP BLEND UMBMX UMBMX 55% 2 60 0 0.96% 10.43%
Mid-Cap Growth HFCSX HFCSX 2% 2 60 0 1.13% 40.89%
SMALL BLEND FMIOX FMIOX 1% 2 60 0 1.26% 0%
MID-CAP BLEND PESPX PESPX 0% 2 60 0 0.51% 12.76%
LARGE GROWTH MFCFX MFCFX 0% 2 60 0 1.41% 31.34%
REAL ESTATE
Global Real Estate TAREX TAREX 90% 2 60 0 1.05% 5.88%
Global Real Estate VNQI VNQI 34% 2 60 0 0.12% 4.84%
Average Expense Ratio: 0.83%
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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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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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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*
Click to Create Model Portfolio

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*     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.


Description
This plan consists of 40 funds, some of them are: DREGX, DEMSX, LZOEX, ARTGX, MPACX, MAPIX.


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