| Total Available Funds: | 18 |
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| Total Available Funds: | 18 |
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| Total Available Funds: | 18 |
- 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 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 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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Click for Portfolio Details or Follow | 3.3% | 6.5% | 5.3% | 6.4% | 4.5% | 6.1% |
| 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 for Portfolio Details or Follow | -9.9% | -8.2% | 2.8% | 1.5% | 3.4% | 2.7% |
| 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 for Portfolio Details or Follow | 1.0% | 17.7% | 11.8% | 7.5% | 9.9% | 8.5% |
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** 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.
The MOST - Missouria`s 529 College Savings Plan(Advisor) , is sponsored by the state of Missouri. The Missouri 529 plan provides two types of investment solution: Allocation Portfolios and Individual Portfolios. With the single-fund portfolio option, the assets in your Missour 529 Plan account will be reallocated only at your instruction, but changes to existing investments within the plan can be made only once per calendar year. MyPlanIQ.com provides asset allocation strategies for the second-type investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan single-fund portfolios below.
Asset Class Portfolio name
LARGE VALUE American Century Large Company Value Portfolio
LARGE VALUE American Funds American Mutual Portfolio
LARGE VALUE Van Kampen Comstock Portfolio
LARGE BLEND American Century Equity Growth Portfolio
EQUITY Legg Mason Value Portfolio
LARGE GROWTH T. Rowe Price Growth Stock Portfolio
MID-CAP BLEND Columbia Mid Cap Index Portfolio
LARGE GROWTH The Hartford Growth Opportunities Portfolio
SMALL BLEND Columbia Small Cap Index Portfolio
FOREIGN SMALL/MID GROWTH The Hartford Small Company Portfolio
LARGE GROWTH Van Kampen Equity and Income Portfolio
Foreign Large Blend Scout International Anti-Terror Portfolio
WORLD STOCK Templeton Growth Portfolio
Foreign Large Value T. Rowe Price International Growth & Income Portfolio
Inflation-Protected Bond American Century Inflation-Adjusted Bond Portfolio
Intermediate Government American Century Government Bond Portfolio
Intermediate-Term Bond PIMCO Total Return Portfolio
ROOT American Century Premium Money Market Portfolio
For further information, please visit the Missouri official website or the Plan File.
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