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MyPlanIQ
Morningstar Retiree Portfolios
Investment Options
| Total Available Funds: | 10 |
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| Total Available Funds: | 10 |
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| Total Available Funds: | 10 |
- 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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Average Expense Ratio: 0.15%
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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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Click for Portfolio Details or Follow | 0.0% | 9.2% | 1.0% | 4.7% | 5.2% | 5.7% |
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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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Click for Portfolio Details or Follow | 0.5% | 8.7% | 2.0% | 5.2% | 3.2% | 4.0% |
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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* |
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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.
** 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.
| Other Related Portfolios | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
| Morningstar Retiree Portfolios Conservative Strategic Asset Allocation | 3.9% | 6.6% | 6.1% | 5.4% | 4.2% |
| Original Morningstar Retiree Moderate ETF Portfolio | 3.3% | 10.1% | 8.4% | 7.6% | 6.3% |
| Morningstar Retiree Portfolios Conservative Tactical Asset Allocation | 6.5% | 8.5% | 4.9% | 5.6% | 3.4% |
Description
The plan consists of 10 funds. It covers 4 major asset classes and 10 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity and Fixed Income.
This plan uses the funds in a moderate ETF portfolio for retirees proposed by Morningstar. The original portfolio consists of the following ETFs:
In-Retirement Portfolio: Moderate
Holding Allocation %
Vanguard Mega Cap 300 Index 20
Vanguard Mid Cap ETF (VO) 7
Vanguard Small Cap ETF (VB) 3
iShares MSCI EAFE Index (EFA) 7
Vanguard Emerging Markets Stock ETF (VWO) 1.5
iShares Barclays TIPS Bond (TIP) 20
Vanguard Short-Term Bond ETF (BSV) 11
SPDR DB Int'l Gov't Infl-Protected Bond (WIP) 3
iShares Barclays MBS Bond (MBB) 8
iShares iBoxx $ Inv Grade Corp Bond (LQD) 13.5
Cash 6
Total 100
This portfolio has 38.5% in stocks and the rest is in bonds and cash.
MyPlanIQ maintains this portfolio as Original Morningstar Retirees Moderate ETF Portfolio.
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