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MyPlanIQ Major Brokerage Investor Schwab OneSource Schwab Funds Extended

Schwab OneSource Schwab Funds Extended

This Plan is unrated.
Investment Options
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS SFENX Schwab Fundamental Emerg Mkts Idx
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
DIVERSIFIED EMERGING MKTS SSEMX SSgA Emerging Markets Instl
Others
Conservative Allocation SWCGX Schwab MarketTrack Conservative Investor
Aggressive Allocation SWHGX Schwab MarketTrack Growth Investor
Moderate Allocation SWBGX Schwab MarketTrack Balanced Investor
INTERNATIONAL EQUITY
Foreign Large Blend SWISX Schwab International Index
Foreign Large Blend SICNX Schwab International Core Equity
Foreign Small/Mid Blend SFILX Schwab Fdmtl Intl Sm Mid Co Idx
Total Available Funds: 33
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS SFENX Schwab Fundamental Emerg Mkts Idx
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
DIVERSIFIED EMERGING MKTS SSEMX SSgA Emerging Markets Instl
Others
Conservative Allocation SWCGX Schwab MarketTrack Conservative Investor
Aggressive Allocation SWHGX Schwab MarketTrack Growth Investor
Moderate Allocation SWBGX Schwab MarketTrack Balanced Investor
Moderate Allocation SWOBX Schwab Balanced
Retirement Income SWJRX Schwab Monthly Income Mod Payout
Retirement Income SWKRX Schwab Monthly Income Enh Payout
Retirement Income SWLRX Schwab Monthly Income Max Payout
Long/Short Equity SWHEX Schwab Hedged Equity
INTERNATIONAL EQUITY
Foreign Large Blend SWISX Schwab International Index
Foreign Large Blend SICNX Schwab International Core Equity
Foreign Small/Mid Blend SFILX Schwab Fdmtl Intl Sm Mid Co Idx
Foreign Large Value SFNNX Schwab Fdmtl Intl Lg Co Idx
US EQUITY
LARGE BLEND SWANX Schwab Core Equity Inv
LARGE VALUE SWDSX Schwab Dividend Equity
LARGE GROWTH SWLSX Schwab Large-Cap Growth
LARGE BLEND SWEGX Schwab MarketTrack All Equity Investor
SMALL BLEND SWSSX Schwab Small Cap Index
LARGE BLEND SWPPX Schwab S&P 500 Index
SMALL BLEND SWSCX Schwab Small-Cap Equity
LARGE VALUE SFLNX Schwab Fdmtl US Lg Co Idx
SMALL BLEND SFSNX Schwab Fdmtl US Sm Mid Co Idx
LARGE BLEND SWTSX Schwab Total Stock Market Index
REAL ESTATE
Global Real Estate SWASX Schwab Global Real Estate
REAL ESTATE RRRAX DWS RREEF Real Estate Securities A
REAL ESTATE MNREX Manning & Napier Real Estate Series
FIXED INCOME
Inflation-Protected Bond SWRSX Schwab Treasury Inflation Protected Secs
Intermediate-Term Bond SWLBX Schwab Total Bond Market
Short-Term Bond SWBDX Schwab Short-Term Bond Market
Intermediate-Term Bond SWIIX Schwab Premier Income
Intermediate Government SWGSX Schwab GNMA
Total Available Funds: 33
  • 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 SFENX Schwab Fundamental Emerg Mkts Idx 65% 3 60 0 0.39% 4.48%
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A 64% 3 60 0 0.84% 35%
DIVERSIFIED EMERGING MKTS SSEMX SSgA Emerging Markets Instl 0% 3 60 0 1.2% 5.65%
Others
Conservative Allocation SWCGX Schwab MarketTrack Conservative Investor 85% 3 60 0 0.5% 7.69%
Aggressive Allocation SWHGX Schwab MarketTrack Growth Investor 85% 3 60 0 0.5% 12.14%
Moderate Allocation SWBGX Schwab MarketTrack Balanced Investor 75% 3 60 0 0.48% 10.52%
Moderate Allocation SWOBX Schwab Balanced 73% 3 60 0 0.49% 7.85%
Retirement Income SWJRX Schwab Monthly Income Mod Payout 59% 3 60 0 0.25% 5.04%
Retirement Income SWKRX Schwab Monthly Income Enh Payout 58% 3 60 0 0.25% 4.69%
Retirement Income SWLRX Schwab Monthly Income Max Payout 57% 3 60 0 0.21% 4.85%
Long/Short Equity SWHEX Schwab Hedged Equity 0% 3 60 0 1.91% 10.81%
INTERNATIONAL EQUITY
Foreign Large Blend SWISX Schwab International Index 87% 3 60 0 0.06% 3.85%
Foreign Large Blend SICNX Schwab International Core Equity 63% 3 60 0 0.86% 5.97%
Foreign Small/Mid Blend SFILX Schwab Fdmtl Intl Sm Mid Co Idx 59% 3 60 0 0.39% 8.98%
Foreign Large Value SFNNX Schwab Fdmtl Intl Lg Co Idx 59% 3 60 0 0.25% 5.85%
US EQUITY
LARGE BLEND SWANX Schwab Core Equity Inv 99% 3 60 0 0.73% 6.97%
LARGE VALUE SWDSX Schwab Dividend Equity 86% 3 60 0 0.89% 3.26%
LARGE GROWTH SWLSX Schwab Large-Cap Growth 84% 3 60 0 0.99% 1.37%
LARGE BLEND SWEGX Schwab MarketTrack All Equity Investor 83% 3 60 0 0.51% 9.84%
SMALL BLEND SWSSX Schwab Small Cap Index 80% 3 60 0 0.04% 1.53%
LARGE BLEND SWPPX Schwab S&P 500 Index 78% 3 60 0 0.02% 0.21%
SMALL BLEND SWSCX Schwab Small-Cap Equity 64% 3 60 0 1.09% 9.62%
LARGE VALUE SFLNX Schwab Fdmtl US Lg Co Idx 62% 3 60 0 0.25% 1.92%
SMALL BLEND SFSNX Schwab Fdmtl US Sm Mid Co Idx 55% 3 60 0 0.25% 1.55%
LARGE BLEND SWTSX Schwab Total Stock Market Index 42% 3 60 0 0.03% 0.18%
REAL ESTATE
Global Real Estate SWASX Schwab Global Real Estate 65% 3 60 0 0.73% 2.3%
REAL ESTATE RRRAX DWS RREEF Real Estate Securities A 50% 3 60 0 0.53% 2.09%
REAL ESTATE MNREX Manning & Napier Real Estate Series 0% 3 60 0 1.1% 121.7%
FIXED INCOME
Inflation-Protected Bond SWRSX Schwab Treasury Inflation Protected Secs 66% 3 60 0 0.05% 3.83%
Intermediate-Term Bond SWLBX Schwab Total Bond Market 0% 3 60 0 0.29% 2.39%
Short-Term Bond SWBDX Schwab Short-Term Bond Market 0% 3 60 0 0.29% 1.13%
Intermediate-Term Bond SWIIX Schwab Premier Income 0% 3 60 0 0.61% 2.12%
Intermediate Government SWGSX Schwab GNMA 0% 3 60 0 0.55% 2.11%
Average Expense Ratio: 0.53%
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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*
Click for Portfolio Details or Follow 9.1% 6.8% 4.3% 6.0% 4.8% 8.0%

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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*
Click for Portfolio Details or Follow 3.4% -1.7% 5.8% 4.0% 7.3% 9.5%

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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
The plan consists of 33 funds. It covers 5 major asset classes and 19 minor asset classes. The major asset classes it covers are REITs, Emerging Market Equity, US Equity, Foreign Equity and Fixed Income.

This plan consists of all of Schwab funds that are no load no transaction fee funds in Schwab OneSource list. All of the funds have 90 days minimum holding period requirement that is obeyed by MyPlanIQ's algorithms. Muni funds are excluded in this list, along with narrow sector/country funds. 

In addition to Schwab Funds, we also add a few non Schwab funds in emerging market stocks and REITs to increase Schwab funds' coverage. 


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