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MyPlanIQ Best Funds Short plus ETFs

Best Funds Short plus ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 60
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM Shares MSCI Emerging Markets
DIVERSIFIED EMERGING MKTS FEMKX FIDELITY EMERGING MARKETS
DIVERSIFIED EMERGING MKTS MDDCX BlackRock Emerging Mkts Inv A
Others
Corporate Bond LQD iShares iBoxx $ Invst Grade Crp Bond
ROOT CASH CASH
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FIDELITY PACIFIC BASIN
Foreign Large Blend VEA Vanguard FTSE Developed Markets ETF
Foreign Small/Mid Blend SCZ iShares MSCI EAFE Small-Cap
REAL ESTATE
US Real Estate IYR iShares US Real Estate
Global Real Estate RWX SPDR Dow Jones International RelEst ETF
REAL ESTATE NBRFX Neuberger Berman Real Estate Tr
Total Available Funds: 60
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM Shares MSCI Emerging Markets
DIVERSIFIED EMERGING MKTS FEMKX FIDELITY EMERGING MARKETS
DIVERSIFIED EMERGING MKTS MDDCX BlackRock Emerging Mkts Inv A
Others
Corporate Bond LQD iShares iBoxx $ Invst Grade Crp Bond
ROOT CASH CASH
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FIDELITY PACIFIC BASIN
Foreign Large Blend VEA Vanguard FTSE Developed Markets ETF
Foreign Small/Mid Blend SCZ iShares MSCI EAFE Small-Cap
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia
Foreign Large Growth FIVFX FIDELITY INTERNATIONAL CAP APP
Foreign Large Growth MIOPX MORGAN STANLEY INST INTL OPP
Foreign Large Growth WCMRX WCM Focused International Growth Inv
REAL ESTATE
US Real Estate IYR iShares US Real Estate
Global Real Estate RWX SPDR Dow Jones International RelEst ETF
REAL ESTATE NBRFX Neuberger Berman Real Estate Tr
Global Real Estate FIREX FIDELITY INTERNATIONAL RE
Global Real Estate JERTX JANUS HENDERSON GLOBAL RE
REAL ESTATE BREFX Baron Real Estate Retail
US EQUITY
LARGE BLEND SPY SPDR S&P 500 ETF
SMALL BLEND IWM iShares Russell 2000
SMALL VALUE IJS iShares S&P Small-Cap 600 Value
Small Growth IWO iShares Russell 2000 Growth
LARGE GROWTH IWF iShares Russell 1000 Growth
LARGE GROWTH FBGRX FIDELITY BLUE CHIP GROWTH
LARGE VALUE IWD iShares Russell 1000 Value
Mid-Cap Growth IJK Shares S&P Mid-Cap 400 Growth
Large Growth QQQ PowerShares QQQ ETF
SMALL BLEND IJR Shares Core S&P Small-Cap
MID-CAP BLEND IWR iShares Russell Mid-Cap
LARGE GROWTH PARWX Parnassus Workplace
SMALL VALUE FCPVX Fidelity Small Cap Value
LARGE BLEND AFDIX American Century Fundamental Equity Inv
Small Growth WAMCX Wasatch Ultra Growth
MID-CAP BLEND FSMAX Fidelity Spartan Extnd Mkt Idx AdvtgInst
Small Growth ARTSX Artisan Small Cap Investor
LARGE BLEND ACFOX American Century Legacy Foc Lg Cap Inv
SMALL VALUE HRVIX Heartland Value Plus
Mid-Cap Growth MACGX Morgan Stanley Inst Mid Cap Growth A
LARGE GROWTH CPOAX Morgan Stanley Multi Cap Growth A
Mid-Cap Growth BIOPX Baron Opportunity Retail
LARGE GROWTH MSEGX Morgan Stanley Institutional Growth P
Small Growth MSSMX Morgan Stanley Inst Small Company Gr P
MID-CAP BLEND JNVSX Jensen Quality Value J
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl
MID-CAP BLEND FMEIX Fidelity Mid Cap Enhanced Index
FIXED INCOME
Intermediate-Term Bond JAFIX JANUS FLEXIBLE BOND
Intermediate-Term Bond MWTRX MET WEST TOTAL RETURN BOND N
Intermediate-Term Bond TGMNX TCW TOTAL RETURN BOND N
Intermediate-Term Bond PTTDX PIMCO TOTAL RETURN D
Intermediate-Term Bond PBDDX PIMCO INVT GRADE CORP BD D
Intermediate-Term Bond PDBAX PRUDENTIAL TOTAL RETURN BOND
Multisector Bond LSBRX LOOMIS SAYLES BOND RETAIL
Intermediate-Term Bond WAPIX WESTERN ASSET CORE BOND FI
Multisector Bond PONDX PIMCO INCOME D
Intermediate-Term Bond DLTNX DOUBLELINE TOTAL RETURN B N
Intermediate-Term Bond SCHZ Schwab US Aggregate Bond ETF
Intermediate-Term Bond BOND PIMCO Total Return Active ETF
Intermediate-Term Bond TOTL SPDR® DoubleLine Total Return Tact ETF
Intermediate-Term Bond FBND Fidelity Total Bond ETF
Multisector Bond FADMX Fidelity Strategic Income Fund
Total Available Funds: 60
  • 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 EEM Shares MSCI Emerging Markets 100% 0 60 0 0.7% 2.6%
DIVERSIFIED EMERGING MKTS FEMKX FIDELITY EMERGING MARKETS 82% 1 60 0 0.9% 0.06%
DIVERSIFIED EMERGING MKTS MDDCX BlackRock Emerging Mkts Inv A 58% 2 60 0 1.87% 4.9%
Others
Corporate Bond LQD iShares iBoxx $ Invst Grade Crp Bond 64% 0 60 0 0.14% 4.61%
ROOT CASH CASH 0% 0 60 0 NA 2.53%
INTERNATIONAL EQUITY
DIVERSIFIED PACIFIC/ASIA FPBFX FIDELITY PACIFIC BASIN 100% 1 60 0 1.12% 9.18%
Foreign Large Blend VEA Vanguard FTSE Developed Markets ETF 97% 0 60 0 0.05% 3.35%
Foreign Small/Mid Blend SCZ iShares MSCI EAFE Small-Cap 95% 0 60 0 0.4% 3.59%
PACIFIC/ASIA EX-JAPAN STK FSEAX Fidelity Emerging Asia 78% 1 60 0 1.18% 0.26%
Foreign Large Growth FIVFX FIDELITY INTERNATIONAL CAP APP 76% 1 60 0 0.8% 14.32%
Foreign Large Growth MIOPX MORGAN STANLEY INST INTL OPP 18% 2 60 0 0.92% 0%
Foreign Large Growth WCMRX WCM Focused International Growth Inv 14% 2 60 0 1.04% 5.19%
REAL ESTATE
US Real Estate IYR iShares US Real Estate 100% 0 60 0 0.4% 2.38%
Global Real Estate RWX SPDR Dow Jones International RelEst ETF 98% 0 60 0 0.59% 3.79%
REAL ESTATE NBRFX Neuberger Berman Real Estate Tr 86% 2 60 0 1.4% 1.95%
Global Real Estate FIREX FIDELITY INTERNATIONAL RE 84% 1 60 0 1.2% 3.09%
Global Real Estate JERTX JANUS HENDERSON GLOBAL RE 32% 2 60 0 1.27% 3.16%
REAL ESTATE BREFX Baron Real Estate Retail 11% 2 60 0 1.07% 3.91%
US EQUITY
LARGE BLEND SPY SPDR S&P 500 ETF 100% 0 60 0 0.09% 1.24%
SMALL BLEND IWM iShares Russell 2000 99% 0 60 0 0.19% 1.22%
SMALL VALUE IJS iShares S&P Small-Cap 600 Value 99% 0 60 0 0.18% 1.75%
Small Growth IWO iShares Russell 2000 Growth 99% 0 60 0 0.24% 0.55%
LARGE GROWTH IWF iShares Russell 1000 Growth 99% 0 60 0 0.19% 0.42%
LARGE GROWTH FBGRX FIDELITY BLUE CHIP GROWTH 99% 1 60 0 0.69% 2.27%
LARGE VALUE IWD iShares Russell 1000 Value 98% 0 60 0 0.19% 1.89%
Mid-Cap Growth IJK Shares S&P Mid-Cap 400 Growth 98% 0 60 0 0.17% 0.7%
Large Growth QQQ PowerShares QQQ ETF 98% 0 60 0 0.2% 0.54%
SMALL BLEND IJR Shares Core S&P Small-Cap 97% 0 60 0 0.06% 1.5%
MID-CAP BLEND IWR iShares Russell Mid-Cap 94% 0 60 0 0.19% 1.39%
LARGE GROWTH PARWX Parnassus Workplace 92% 2 60 0 0.88% 12.81%
SMALL VALUE FCPVX Fidelity Small Cap Value 91% 1 60 0 1.5% 10.52%
LARGE BLEND AFDIX American Century Fundamental Equity Inv 90% 2 60 0 1.79% 21.21%
Small Growth WAMCX Wasatch Ultra Growth 74% 2 60 0 1.05% 0%
MID-CAP BLEND FSMAX Fidelity Spartan Extnd Mkt Idx AdvtgInst 70% 1 60 0 0.03% 0.64%
Small Growth ARTSX Artisan Small Cap Investor 69% 2 60 0 1.07% 8.73%
LARGE BLEND ACFOX American Century Legacy Foc Lg Cap Inv 65% 2 60 0 0.51% 8.6%
SMALL VALUE HRVIX Heartland Value Plus 63% 2 60 0 1.01% 0.69%
Mid-Cap Growth MACGX Morgan Stanley Inst Mid Cap Growth A 60% 2 60 0 1.03% 0%
LARGE GROWTH CPOAX Morgan Stanley Multi Cap Growth A 60% 2 60 0 1.15% 0%
Mid-Cap Growth BIOPX Baron Opportunity Retail 60% 2 60 0 1.31% 4.7%
LARGE GROWTH MSEGX Morgan Stanley Institutional Growth P 57% 2 60 0 0.49% 0%
Small Growth MSSMX Morgan Stanley Inst Small Company Gr P 46% 2 60 0 2.1% 0%
MID-CAP BLEND JNVSX Jensen Quality Value J 24% 2 60 0 0.8% 9.92%
LARGE BLEND FXAIX Fidelity Spartan 500 Index Advtg Instl 4% 1 60 0 0.02% 1.32%
MID-CAP BLEND FMEIX Fidelity Mid Cap Enhanced Index 0% 1 60 0 0.45% 4.2%
FIXED INCOME
Intermediate-Term Bond JAFIX JANUS FLEXIBLE BOND 96% 2 60 0 0.7% 4.63%
Intermediate-Term Bond MWTRX MET WEST TOTAL RETURN BOND N 89% 2 60 0 0.52% 3.83%
Intermediate-Term Bond TGMNX TCW TOTAL RETURN BOND N 66% 2 60 0 0.7% 6.49%
Intermediate-Term Bond PTTDX PIMCO TOTAL RETURN D 65% 2 60 0 0.75% 4.31%
Intermediate-Term Bond PBDDX PIMCO INVT GRADE CORP BD D 58% 2 60 0 0.9% 4.51%
Intermediate-Term Bond PDBAX PRUDENTIAL TOTAL RETURN BOND 58% 2 60 0 1.01% 3.96%
Multisector Bond LSBRX LOOMIS SAYLES BOND RETAIL 55% 2 60 0 1.15% 4.57%
Intermediate-Term Bond WAPIX WESTERN ASSET CORE BOND FI 42% 2 60 0 0.42% 3.59%
Multisector Bond PONDX PIMCO INCOME D 40% 2 60 0 0.77% 5.51%
Intermediate-Term Bond DLTNX DOUBLELINE TOTAL RETURN B N 33% 2 60 0 0.73% 4.65%
Intermediate-Term Bond SCHZ Schwab US Aggregate Bond ETF 31% 0 60 0 0.03% 4.14%
Intermediate-Term Bond BOND PIMCO Total Return Active ETF 31% 0 60 0 0.56% 5.23%
Intermediate-Term Bond TOTL SPDR® DoubleLine Total Return Tact ETF 3% 0 60 0 0.55% 5.24%
Intermediate-Term Bond FBND Fidelity Total Bond ETF 3% 0 60 0 0.36% 4.72%
Multisector Bond FADMX Fidelity Strategic Income Fund 3% 1 60 0 0.97% 4.49%
Average Expense Ratio: 0.72%
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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*
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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 60 funds, some of them are: FIVFX, FIREX, FEMKX, FBGRX, JERTX, MIOPX.


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