It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ All Star

All Star Investment Model Portfolios

This Plan is unrated.
More retirement plan match, contribution, and login info
ALL STARS ENTERPRISE INC. RETIREMENT PLAN
ALL STAR ELECTRIC, INC. WELFARE BENEFIT PLAN
ALL STAR AUTOMOTIVE GROUP 401K RETIREMENT SAVINGS PLAN
MARSHALL STARKE DEVELOPMENT CENTER
MARSHALL STARKE DEVELOPMENT CENTER, INC
ALL STAR GLASS 401(K) PLAN
ALL STAR RECRUITING INC 401(K) PLAN
ALL STAR SEED HEALTH AND WELFARE PLAN
ALL STAR FAMILY 401(K) PLAN
ALL STAR, INC. 401(K) PLAN
SHEPHERDS ALL STAR LANES INC 401(K) PROFIT SHARING PLAN & TRUST
ALL STAR AUTOMOTIVE GROUP 401K RETIREMENT SAVINGS
ALL STAR AUTO LIGHTS 401(K) PLAN
ALL STAR PHYSICAL THERAPY, INC. 401(K) PLAN
ALL STAR DIRECTORIES 401(K) PLAN
ALL STAR ELECTRIC, INC. 401(K) PLAN
ANTONIO ORIGLIO, INC. - ALL STAR PROFIT SHARING PLAN
ALL STAR DISTRIBUTING, INC. 401(K) PROFIT SHARING PLAN
ALL STAR DEALERSHIPS 401K RETIREMENT SAVINGS PLAN
ALL STAR ELECTRIC, INC. 401K PLAN
ALL STAR MAINTENANCE RETIREMENT AND SAVINGS PLAN
ALL STAR ELECTRIC INC. 401K PLAN
ALL STAR AGGREGATE, INC. DBA ALL STAR TRANSIT MIX 401K PROFIT SHARING PLAN
ALL STAR GAS CORPORATION 401K PLAN
ALL STAR BUILDING MATERIALS, LTD 401K PLAN
ALL STAR SERVICES CORPORATION SALARY DEFERRAL PLAN
ALL STAR CONSULTINT 401K PROFIT SHARING PLAN TRUST
ALL STAR TELECOM, INC. 401K PLAN
Investment Options
Total Available Funds: 98
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEM DEM
DIVERSIFIED EMERGING MKTS VWO VWO
Others
Consumer Cyclical XLY XLY
Industrials XLI XLI
Technology XLK XLK
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA
Foreign Large Value EFV EFV
Foreign Large Growth EFG EFG
US EQUITY
LARGE VALUE VTV VTV
LARGE BLEND SPY SPY
SMALL VALUE IWN IWN
Total Available Funds: 98
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEM DEM
DIVERSIFIED EMERGING MKTS VWO VWO
Others
Consumer Cyclical XLY XLY
Industrials XLI XLI
Technology XLK XLK
Aggressive Allocation AOA AOA
Natural Resources MOO MOO
EQUITY PRECIOUS METALS GDX GDX
MISCELLANEOUS SECTOR ICLN ICLN
Technology PNQI PNQI
MISCELLANEOUS SECTOR GII GII
Health VHT VHT
Moderate Allocation AOR AOR
MISCELLANEOUS SECTOR FIW FIW
Technology IGM IGM
Equity Energy IXC IXC
Financial IXG IXG
Health IXJ ISHARES GLOBAL HEALTHCARE ETF
Communications IXP IXP
Consumer Cyclical IYC IYC
Utilities JXI JXI
Consumer Defensive KXI KXI
Conservative Allocation AOK AOK
Conservative Allocation AOM AOM
Natural Resources VAW VAW
Consumer Defensive VDC VDC
Equity Energy VDE VDE
Financial VFH VFH
Communications VOX VOX
Utilities VPU VPU
ROOT CASH cash
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA
Foreign Large Value EFV EFV
Foreign Large Growth EFG EFG
Foreign Large Blend VEU VEU
Foreign Small/Mid Blend SCZ SCZ
Foreign Large Value IDV IDV
Foreign Large Blend IXUS IXUS
INTERNATIONAL EQUITY VIGI VIGI
US EQUITY
LARGE VALUE VTV VTV
LARGE BLEND SPY SPY
SMALL VALUE IWN IWN
SMALL BLEND IWM IWM
Small Growth IWO IWO
LARGE GROWTH IWF IWF
LARGE VALUE DIA DIA
Small Growth VBK VBK
SMALL BLEND EES EES
SMALL VALUE VBR VBR
SMALL BLEND IJR IJR
Mid-Cap Growth VOT VOT
LARGE GROWTH MGK MGK
LARGE BLEND RSP RSP
LARGE VALUE DTD DTD
LARGE VALUE MGV MGV
MID-CAP VALUE VOE VOE
LARGE VALUE PRF PRF
LARGE VALUE VYM VYM
LARGE BLEND DSI DSI
LARGE BLEND PBP PBP
LARGE BLEND VIG VIG
LARGE BLEND USMV USMV
MIDDLE BLEND VO VO
LARGE BLEND ITOT ITOT
LARGE GROWTH IUSG IUSG
REAL ESTATE
Global Real Estate RWO RWO
US Real Estate VNQ VNQ
FIXED INCOME
Intermediate-Term Bond AGG AGG
Intermediate-Term Bond BIV BIV
Muni National Short SHM SHM
Intermediate-Term Bond BND VANGUARD TOTAL BOND MARKET ETF
Intermediate Government AGZ AGZ
Short-Term Bond BSV BSV
Intermediate Government IEI IEI
WORLD BOND BWX BWX
Inflation-Protected Bond TIP TIP
WORLD BOND WIP WIP
Emerging Markets Bond PCY PCY
High Yield Bond HYG HYG
Emerging Markets Bond EMB EMB
Long-Term Bond BLV BLV
LONG GOVERNMENT TLH TLH
WORLD BOND BWZ BWZ
Intermediate-Term Bond VCIT VCIT
Short-Term Bond FLRN FLRN
SHORT GOVERNMENT VGSH VGSH
Intermediate-Term Bond TOTL TOTL
Short-Term Bond ISTB ISHARES TR ISHARES CORE TOTAL USD BOND MARKET ETF
Muni National Interm VTEB VTEB
Intermediate-Term Bond FIXD FIXD
ULTRASHORT BOND JPST JPST
ULTRASHORT BOND ICSH ICSH
INVESTMENT GRADE IGSB IGSB
Muni Short JMST JMST
SHORT GOVERNMENT SST SPDR SERIES TRUST SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC
Commodities Precious Metals IAU IAU
Commodities Precious Metals GLTR GLTR
Total Available Funds: 98
  • 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 DEM DEM 99% 3 60 0 0.63% 4.74%
DIVERSIFIED EMERGING MKTS VWO VWO 97% 3 60 0 0.08% 3.05%
Others
Consumer Cyclical XLY XLY 96% 3 60 0 0.09% 0.62%
Industrials XLI XLI 96% 3 60 0 0.09% 1.43%
Technology XLK XLK 95% 3 60 0 0.09% 0.49%
Aggressive Allocation AOA AOA 95% 3 60 0 0.15% 2.16%
Natural Resources MOO MOO 95% 3 60 0 0.53% 2.49%
EQUITY PRECIOUS METALS GDX GDX 95% 3 60 0 0.51% 1.26%
MISCELLANEOUS SECTOR ICLN ICLN 93% 3 60 0 0.41% 2.12%
Technology PNQI PNQI 92% 3 60 0 0.6% 0.02%
MISCELLANEOUS SECTOR GII GII 92% 3 60 0 0.4% 3.32%
Health VHT VHT 92% 3 60 0 0.1% 1.93%
Moderate Allocation AOR AOR 92% 3 60 0 0.15% 2.36%
MISCELLANEOUS SECTOR FIW FIW 91% 3 60 0 0.53% 0.77%
Technology IGM IGM 88% 3 60 0 0.41% 0.2%
Equity Energy IXC IXC 87% 3 60 0 0.44% 4.05%
Financial IXG IXG 87% 3 60 0 0.42% 2.27%
Health IXJ ISHARES GLOBAL HEALTHCARE ETF 87% 3 60 0 0.42% 1.6%
Communications IXP IXP 87% 3 60 0 0.42% 3.44%
Consumer Cyclical IYC IYC 87% 3 60 0 0.4% 0.53%
Utilities JXI JXI 85% 3 60 0 0.43% 2.76%
Consumer Defensive KXI KXI 85% 3 60 0 0.41% 2.22%
Conservative Allocation AOK AOK 83% 3 60 0 0.15% 3.57%
Conservative Allocation AOM AOM 82% 3 60 0 0.15% 2.63%
Natural Resources VAW VAW 81% 3 60 0 0.1% 1.67%
Consumer Defensive VDC VDC 81% 3 60 0 0.1% 2.17%
Equity Energy VDE VDE 80% 3 60 0 0.1% 3.41%
Financial VFH VFH 80% 3 60 0 0.1% 1.58%
Communications VOX VOX 80% 3 60 0 0.1% 1.2%
Utilities VPU VPU 80% 3 60 0 0.1% 2.9%
ROOT CASH cash 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA 100% 3 60 0 0.33% 3.66%
Foreign Large Value EFV EFV 99% 3 60 0 0.34% 4.68%
Foreign Large Growth EFG EFG 99% 3 60 0 0.36% 2.63%
Foreign Large Blend VEU VEU 97% 3 60 0 0.08% 3.35%
Foreign Small/Mid Blend SCZ SCZ 95% 3 60 0 0.4% 3.63%
Foreign Large Value IDV IDV 91% 3 60 0 0.51% 5.81%
Foreign Large Blend IXUS IXUS 3% 3 60 0 0.07% 3.63%
INTERNATIONAL EQUITY VIGI VIGI 0% 3 60 0 0.15% 2.24%
US EQUITY
LARGE VALUE VTV VTV 100% 3 60 0 0.05% 2.32%
LARGE BLEND SPY SPY 100% 3 60 0 0.09% 1.25%
SMALL VALUE IWN IWN 100% 3 60 0 0.24% 2.04%
SMALL BLEND IWM IWM 99% 3 60 0 0.19% 1.23%
Small Growth IWO IWO 99% 3 60 0 0.24% 0.56%
LARGE GROWTH IWF IWF 99% 3 60 0 0.19% 0.42%
LARGE VALUE DIA DIA 98% 3 60 0 0.16% 1.66%
Small Growth VBK VBK 98% 3 60 0 0.07% 0.6%
SMALL BLEND EES EES 98% 3 60 0 0.38% 1.44%
SMALL VALUE VBR VBR 98% 3 60 0 0.06% 2.18%
SMALL BLEND IJR IJR 97% 3 60 0 0.06% 1.51%
Mid-Cap Growth VOT VOT 97% 3 60 0 0.19% 0.69%
LARGE GROWTH MGK MGK 96% 3 60 0 0.06% 0.41%
LARGE BLEND RSP RSP 96% 3 60 0 0.2% 1.77%
LARGE VALUE DTD DTD 95% 3 60 0 0.28% 2.25%
LARGE VALUE MGV MGV 94% 3 60 0 0.06% 2.36%
MID-CAP VALUE VOE VOE 94% 3 60 0 0.19% 2.28%
LARGE VALUE PRF PRF 94% 3 60 0 0.39% 1.82%
LARGE VALUE VYM VYM 94% 3 60 0 0.08% 2.73%
LARGE BLEND DSI DSI 93% 3 60 0 0.25% 1.09%
LARGE BLEND PBP PBP 93% 3 60 0 0.29% 11.82%
LARGE BLEND VIG VIG 93% 3 60 0 0.08% 1.75%
LARGE BLEND USMV USMV 19% 3 60 0 0.15% 1.58%
MIDDLE BLEND VO VO 6% 3 60 0 0.04% 1.61%
LARGE BLEND ITOT ITOT 2% 3 60 0 0.03% 1.25%
LARGE GROWTH IUSG IUSG 0% 3 60 0 NA 0.63%
REAL ESTATE
Global Real Estate RWO RWO 96% 3 60 0 0.5% 3.64%
US Real Estate VNQ VNQ 95% 3 60 0 0.12% 3.9%
FIXED INCOME
Intermediate-Term Bond AGG AGG 100% 3 60 0 0.03% 4.01%
Intermediate-Term Bond BIV BIV 99% 3 60 0 0.07% 4.2%
Muni National Short SHM SHM 99% 3 60 0 0.2% 2.67%
Intermediate-Term Bond BND VANGUARD TOTAL BOND MARKET ETF 99% 3 60 0 0.15% 3.98%
Intermediate Government AGZ AGZ 99% 3 60 0 0.2% 3.73%
Short-Term Bond BSV BSV 99% 3 60 0 0.07% 3.96%
Intermediate Government IEI IEI 98% 3 60 0 0.15% 3.61%
WORLD BOND BWX BWX 98% 3 60 0 0.35% 2.25%
Inflation-Protected Bond TIP TIP 97% 3 60 0 0.19% 2.86%
WORLD BOND WIP WIP 96% 3 60 0 0.5% 5.64%
Emerging Markets Bond PCY PCY 95% 3 60 0 0.5% 6.39%
High Yield Bond HYG HYG 94% 3 60 0 0.49% 5.89%
Emerging Markets Bond EMB EMB 94% 3 60 0 0.39% 5.35%
Long-Term Bond BLV BLV 84% 3 60 0 0.04% 4.83%
LONG GOVERNMENT TLH TLH 78% 3 60 0 0.15% 4.41%
WORLD BOND BWZ BWZ 47% 3 60 0 0.35% 2.03%
Intermediate-Term Bond VCIT VCIT 36% 3 60 0 0.04% 4.83%
Short-Term Bond FLRN FLRN 32% 3 60 0 0.15% 4.57%
SHORT GOVERNMENT VGSH VGSH 21% 3 60 0 0.04% 3.88%
Intermediate-Term Bond TOTL TOTL 3% 3 60 0 0.55% 5.25%
Short-Term Bond ISTB ISHARES TR ISHARES CORE TOTAL USD BOND MARKET ETF 3% 3 60 0 0.06% 4.23%
Muni National Interm VTEB VTEB 2% 3 60 0 0.05% 3.45%
Intermediate-Term Bond FIXD FIXD 2% 3 60 0 0.65% 5.17%
ULTRASHORT BOND JPST JPST 0% 3 60 0 NA 4.29%
ULTRASHORT BOND ICSH ICSH 0% 3 60 0 NA 4.38%
INVESTMENT GRADE IGSB IGSB 0% 3 60 0 0.04% 4.56%
Muni Short JMST JMST 0% 3 60 0 NA 2.69%
SHORT GOVERNMENT SST SPDR SERIES TRUST SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF 0% 3 60 0 0.12% 0.84%
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC 94% 3 60 0 0.85% 3.54%
Commodities Precious Metals IAU IAU 79% 3 60 0 0.25% 0%
Commodities Precious Metals GLTR GLTR 39% 3 60 0 0.6% 0%
Average Expense Ratio: 0.24%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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 to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

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 to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 98 funds, some of them are: RSP, ITOT, DSI, USMV, SPY, VIG.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.