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MyPlanIQ Average Quality Fund Plan 2010

Average Quality Fund Plan 2010

This Plan is unrated.
Investment Options
Total Available Funds: 52
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T. Rowe Price Emerging Markets Stock
DIVERSIFIED EMERGING MKTS QEMAX Quant Emerging Markets Instl
Others
Conservative Allocation PACAX Putnam Asset Allocation: Conservative A
ROOT CASH Money Market
Moderate Allocation BCGTX BB&T Capital Manager Moderate Gr I
INTERNATIONAL EQUITY
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Instl
Foreign Large Value MEQAX American Century Intl Value A
Foreign Small/Mid Value PUVCX Putnam International Capital Opp C
US EQUITY
Small Growth SSETX Dreyfus/The Boston Company Small Cap Gr
Mid-Cap Growth MGOYX Munder Mid-Cap Core Growth Y
LARGE VALUE VVIAX Vanguard Value Index Adm
Total Available Funds: 52
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T. Rowe Price Emerging Markets Stock
DIVERSIFIED EMERGING MKTS QEMAX Quant Emerging Markets Instl
Others
Conservative Allocation PACAX Putnam Asset Allocation: Conservative A
ROOT CASH Money Market
Moderate Allocation BCGTX BB&T Capital Manager Moderate Gr I
Moderate Allocation PAMGX Target Moderate Allocation A
Conservative Allocation SBIPX Principal SAM Conservative Bal B
INTERNATIONAL EQUITY
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Instl
Foreign Large Value MEQAX American Century Intl Value A
Foreign Small/Mid Value PUVCX Putnam International Capital Opp C
WORLD STOCK FGEBX Fidelity Advisor Global Capital Apprec B
Foreign Large Value NVICX Columbia International Value C
Foreign Large Growth PIOCX Putnam International New Opportunities C
Foreign Large Blend NIEQX Columbia Multi-Advisor Intl Equity Z
Foreign Large Blend OEIAX JPMorgan International Equity Index A
FOREIGN SMALL/MID GROWTH OSMBX Oppenheimer International Small Co B
EUROPE STOCK FBEAX Fidelity Advisor Europe Cap Apprec B
US EQUITY
Small Growth SSETX Dreyfus/The Boston Company Small Cap Gr
Mid-Cap Growth MGOYX Munder Mid-Cap Core Growth Y
LARGE VALUE VVIAX Vanguard Value Index Adm
MID-CAP BLEND FASOX Fidelity Advisor Value Strategies I
Mid-Cap Growth CHCYX AllianceBernstein S/M Cap Growth Adv
MID-CAP VALUE GCMCX Goldman Sachs Mid Cap Value C
LARGE VALUE GSVCX Goldman Sachs Large Cap Value C
SMALL BLEND MDSKX BlackRock Small Cap Index A
LARGE GROWTH MFCAX MFS Core Growth A
Small Growth PSCPX Columbia Small Cap Growth II Z
SMALL BLEND GESVX GE Small-Cap Equity Y
MID-CAP VALUE PQNBX Allianz NFJ Renaissance B
MID-CAP BLEND AIMIX ING Index Plus MidCap I
LARGE GROWTH MALHX BlackRock Large Cap Growth I
LARGE BLEND KBCBX DWS Blue Chip B
LARGE BLEND WBGIX Wells Fargo Advantage WB Equity
REAL ESTATE
REAL ESTATE DFREX DFA Real Estate Securities I
REAL ESTATE ACRCX Van Kampen Real Estate Secs C
FIXED INCOME
SHORT GOVERNMENT FFXSX Fidelity Instl Short-Interm Govt
Intermediate-Term Bond SNIDX Bernstein Intermediate Duration
Multisector Bond NEFZX Loomis Sayles Strategic Income A
Intermediate Government AGOVX AIM US Government A
Intermediate-Term Bond BCBAX BlackRock Total Return II Inv A
Muni Single State Long FGAIX Franklin GA Tax-Free Income C
Short-Term Bond BLDAX BlackRock Low Duration Bd Inv A
Intermediate Government GSOSX Goldman Sachs Government Income Svc
WORLD BOND IGBFX RiverSource Global Bond A
WORLD BOND ANABX AllianceBernstein Global Bond B
Short-Term Bond AASBX American Beacon Short-Term Bd Instl
Muni Single State Interm FICTX First Investors Tax Exempt CT A
Long-Term Bond VBLTX Vanguard Long-Term Bond Index
Inflation-Protected Bond PRRBX PIMCO Real Return B
High Yield Bond PHDBX PIMCO High Yield B
High Yield Bond EKHBX Evergreen High Income B
Emerging Markets Bond FMKAX Fidelity Advisor Emerging Markets Inc A
Total Available Funds: 52
  • 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 PRMSX T. Rowe Price Emerging Markets Stock 81% 3 60 0 0% 0.7%
DIVERSIFIED EMERGING MKTS QEMAX Quant Emerging Markets Instl 0% 3 60 0 1% 0.91%
Others
Conservative Allocation PACAX Putnam Asset Allocation: Conservative A 43% 3 60 0 0.98% 4.08%
ROOT CASH Money Market 0% 3 60 0 NA 2.53%
Moderate Allocation BCGTX BB&T Capital Manager Moderate Gr I 0% 3 60 0 0.79% 5.11%
Moderate Allocation PAMGX Target Moderate Allocation A 0% 3 60 0 1.37% 19.42%
Conservative Allocation SBIPX Principal SAM Conservative Bal B 0% 3 60 0 2.12% 2.91%
INTERNATIONAL EQUITY
WORLD STOCK JAWGX Janus Aspen Worldwide Growth Instl 86% 3 60 0 0.89% 9.5%
Foreign Large Value MEQAX American Century Intl Value A 51% 3 60 0 1.14% 8.45%
Foreign Small/Mid Value PUVCX Putnam International Capital Opp C 48% 3 60 0 1.5% 12.13%
WORLD STOCK FGEBX Fidelity Advisor Global Capital Apprec B 0% 3 60 0 2.32% 0%
Foreign Large Value NVICX Columbia International Value C 0% 3 60 0 2.21% 0.99%
Foreign Large Growth PIOCX Putnam International New Opportunities C 0% 3 60 0 2.12% 0.6%
Foreign Large Blend NIEQX Columbia Multi-Advisor Intl Equity Z 0% 3 60 0 1.04% 1.86%
Foreign Large Blend OEIAX JPMorgan International Equity Index A 0% 3 60 0 0.35% 3.65%
FOREIGN SMALL/MID GROWTH OSMBX Oppenheimer International Small Co B 0% 3 60 0 2.19% 2.56%
EUROPE STOCK FBEAX Fidelity Advisor Europe Cap Apprec B 0% 3 60 0 2.2% 0.02%
US EQUITY
Small Growth SSETX Dreyfus/The Boston Company Small Cap Gr 85% 3 60 0 1% 0.75%
Mid-Cap Growth MGOYX Munder Mid-Cap Core Growth Y 82% 3 60 0 1.57% 14.67%
LARGE VALUE VVIAX Vanguard Value Index Adm 78% 3 60 0 0.05% 2.31%
MID-CAP BLEND FASOX Fidelity Advisor Value Strategies I 74% 3 60 0 0.75% 9.68%
Mid-Cap Growth CHCYX AllianceBernstein S/M Cap Growth Adv 72% 3 60 0 0.81% 10.55%
MID-CAP VALUE GCMCX Goldman Sachs Mid Cap Value C 42% 3 60 0 0.82% 17.25%
LARGE VALUE GSVCX Goldman Sachs Large Cap Value C 37% 3 60 0 1.29% 14.26%
SMALL BLEND MDSKX BlackRock Small Cap Index A 36% 3 60 0 0.37% 3.38%
LARGE GROWTH MFCAX MFS Core Growth A 33% 3 60 0 1.12% 13.65%
Small Growth PSCPX Columbia Small Cap Growth II Z 0% 3 60 0 1.12% 10.83%
SMALL BLEND GESVX GE Small-Cap Equity Y 0% 3 60 0 NA 0%
MID-CAP VALUE PQNBX Allianz NFJ Renaissance B 0% 3 60 0 2.01% 0.57%
MID-CAP BLEND AIMIX ING Index Plus MidCap I 0% 3 60 0 0.74% 11.04%
LARGE GROWTH MALHX BlackRock Large Cap Growth I 0% 3 60 0 0.67% 7.79%
LARGE BLEND KBCBX DWS Blue Chip B 0% 3 60 0 NA 0%
LARGE BLEND WBGIX Wells Fargo Advantage WB Equity 0% 3 60 0 2.43% 0%
REAL ESTATE
REAL ESTATE DFREX DFA Real Estate Securities I 72% 3 60 0 0.18% 2.8%
REAL ESTATE ACRCX Van Kampen Real Estate Secs C 0% 3 60 0 NA 0.1%
FIXED INCOME
SHORT GOVERNMENT FFXSX Fidelity Instl Short-Interm Govt 87% 3 60 0 0.3% 3.36%
Intermediate-Term Bond SNIDX Bernstein Intermediate Duration 83% 3 60 0 0.56% 3.91%
Multisector Bond NEFZX Loomis Sayles Strategic Income A 53% 3 60 0 0.94% 5.2%
Intermediate Government AGOVX AIM US Government A 44% 3 60 0 0.54% 4.63%
Intermediate-Term Bond BCBAX BlackRock Total Return II Inv A 43% 3 60 0 0.94% 4.09%
Muni Single State Long FGAIX Franklin GA Tax-Free Income C 42% 3 60 0 0.86% 2.63%
Short-Term Bond BLDAX BlackRock Low Duration Bd Inv A 39% 3 60 0 1.4% 4.39%
Intermediate Government GSOSX Goldman Sachs Government Income Svc 35% 3 60 0 1.06% 2.53%
WORLD BOND IGBFX RiverSource Global Bond A 0% 3 60 0 1.14% 2.02%
WORLD BOND ANABX AllianceBernstein Global Bond B 0% 3 60 0 1.62% 1.71%
Short-Term Bond AASBX American Beacon Short-Term Bd Instl 0% 3 60 0 0.38% 0.94%
Muni Single State Interm FICTX First Investors Tax Exempt CT A 0% 3 60 0 1.07% 1.91%
Long-Term Bond VBLTX Vanguard Long-Term Bond Index 0% 3 60 0 0.15% 3.98%
Inflation-Protected Bond PRRBX PIMCO Real Return B 0% 3 60 0 1.6% 2.66%
High Yield Bond PHDBX PIMCO High Yield B 0% 3 60 0 1.65% 6.92%
High Yield Bond EKHBX Evergreen High Income B 0% 3 60 0 1.77% 3.41%
Emerging Markets Bond FMKAX Fidelity Advisor Emerging Markets Inc A 0% 3 60 0 1.2% 3.74%
Average Expense Ratio: 1.13%
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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 to Create Model Portfolio

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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 -0.2% 8.1% 8.0% 6.7% 12.0%

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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(Ticker:)
The plan consists of 52 funds. It covers 5 major asset classes and 31 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Foreign Equity, Fixed Income and REITs.

Basing on the fund quality result calculated on 10/16/2010, we select one or two average quality funds from each asset class to construct this plan. The plan consists of 50 funds, the fund quality scores of which are all around 50%.



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