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MyPlanIQ Swim kraus

Swim kraus

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lzemx
DIVERSIFIED EMERGING MKTS PIEIX Pieix
Others
Target Date 2026-2030 PRRTX Prrtx
Target Date 2036-2040 PRZZX przzx
Target Date 2011-2015 PRRLX Prrlx
INTERNATIONAL EQUITY
Foreign Large Blend EFA Efa
Foreign Large Blend MRSJX Mrsjx
Foreign Large Blend MOSSX Mossx
REAL ESTATE
Global Real Estate IGLIX IGLIX
Total Available Funds: 25
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS LZEMX Lzemx
DIVERSIFIED EMERGING MKTS PIEIX Pieix
Others
Target Date 2026-2030 PRRTX Prrtx
Target Date 2036-2040 PRZZX przzx
Target Date 2011-2015 PRRLX Prrlx
Target Date 2016-2020 PRRNX Prrnx
INTERNATIONAL EQUITY
Foreign Large Blend EFA Efa
Foreign Large Blend MRSJX Mrsjx
Foreign Large Blend MOSSX Mossx
REAL ESTATE
Global Real Estate IGLIX IGLIX
US EQUITY
LARGE VALUE SSHFX Sshfx
LARGE BLEND VFINX Vfinx
Mid-Cap Growth NBGEX Nbgex
Mid-Cap Growth NMCIX Nmcix
SMALL BLEND NSIDX Nsidx
Small Growth MMGEX MMGEx
LARGE GROWTH CLGYX Clgyx
MID-CAP VALUE IPVSX Ipvsx
LARGE GROWTH PGLIX Pglix
LARGE VALUE MEIJX Meijx
FIXED INCOME
Inflation-Protected Bond VIPSX Vipsx
LONG GOVERNMENT VUSTX Vustx
Intermediate-Term Bond HABDX Habdx
Multisector Bond OSIYX Osiyx
High Yield Bond HYFAX Hyfax
Total Available Funds: 25
  • 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 LZEMX Lzemx 91% 3 60 0 1.07% 2.47%
DIVERSIFIED EMERGING MKTS PIEIX Pieix 91% 1 60 0 1.11% 3.03%
Others
Target Date 2026-2030 PRRTX Prrtx 87% 1 60 0 0.6% 2.24%
Target Date 2036-2040 PRZZX przzx 87% 1 60 0 0.85% 2.06%
Target Date 2011-2015 PRRLX Prrlx 0% 1 60 0 0.78% 0%
Target Date 2016-2020 PRRNX Prrnx 0% 1 60 0 0.65% 5.19%
INTERNATIONAL EQUITY
Foreign Large Blend EFA Efa 100% 1 60 0 0.33% 3.66%
Foreign Large Blend MRSJX Mrsjx 89% 1 60 0 0.75% 5.58%
Foreign Large Blend MOSSX Mossx 77% 1 60 0 0.89% 16.62%
REAL ESTATE
Global Real Estate IGLIX IGLIX 0% 1 60 0 1.01% 21.25%
US EQUITY
LARGE VALUE SSHFX Sshfx 99% 1 60 0 0.94% 14.58%
LARGE BLEND VFINX Vfinx 97% 1 60 0 0.14% 1.19%
Mid-Cap Growth NBGEX Nbgex 96% 1 60 0 0.84% 14.29%
Mid-Cap Growth NMCIX Nmcix 85% 1 60 0 0.83% 12.62%
SMALL BLEND NSIDX Nsidx 78% 1 60 0 0.1% 1.87%
Small Growth MMGEX MMGEx 43% 1 60 0 1.57% 32.5%
LARGE GROWTH CLGYX Clgyx 0% 1 60 0 NA 0%
MID-CAP VALUE IPVSX Ipvsx 0% 1 60 0 0.9% 1%
LARGE GROWTH PGLIX Pglix 0% 1 60 0 0.67% 34.48%
LARGE VALUE MEIJX Meijx 0% 1 60 0 0.8% 9.08%
FIXED INCOME
Inflation-Protected Bond VIPSX Vipsx 98% 1 60 0 0.07% 4.41%
LONG GOVERNMENT VUSTX Vustx 96% 1 60 0 0.1% 4.46%
Intermediate-Term Bond HABDX Habdx 93% 1 60 0 0.3% 4.74%
Multisector Bond OSIYX Osiyx 85% 1 60 0 1.05% 5.43%
High Yield Bond HYFAX Hyfax 0% 1 60 0 0.9% 4.87%
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*
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 25 funds, some of them are: IGLIX, LZEMX, PIEIX, EFA, MOSSX, MRSJX.


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