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MyPlanIQ Commercial Data Systems

Commercial Data Systems

Investment Menu Rating:

Investment Options
Total Available Funds: 95
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
Others
Equity Energy VGENX Vanguard Energy Inv
Moderate Allocation PAALX PIMCO All Asset Admin
World Allocation MALOX BlackRock Global Allocation Instl
INTERNATIONAL EQUITY
WORLD STOCK MDISX Mutual Global Discovery Z
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Foreign Large Growth JIIOX JHFunds2 Intl Opportunities 1
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv
Small Growth VISGX Vanguard Small Cap Growth Index Inv
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv
Total Available Funds: 95
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DFEVX DFA Emerging Markets Value I
Others
Equity Energy VGENX Vanguard Energy Inv
Moderate Allocation PAALX PIMCO All Asset Admin
World Allocation MALOX BlackRock Global Allocation Instl
Target Date 2041-2045 JLJOX JHancock2 Lifecycle 2045 1
Target Date 2021-2025 JLEOX JHancock2 Lifecycle 2025 1
Target Date 2031-2035 JLHOX JHancock2 Lifecycle 2035 1
Target Date 2026-2030 JLFOX JHancock2 Lifecycle 2030 1
Target Date 2036-2040 JLIOX JHancock2 Lifecycle 2040 1
Moderate Allocation JILBX JHancock2 Lifestyle Balanced 1
Conservative Allocation JILCX JHancock2 Lifestyle Conservative 1
Moderate Allocation RLBFX American Funds American Balanced R5
Conservative Allocation JILMX JHancock2 Lifestyle Moderate 1
Target Date 2000-2010 JLAOX JHancock2 Lifecycle 2010 1
Target Date 2016-2020 JLDOX JHancock2 Lifecycle 2020 1
EQUITY PRECIOUS METALS FGDIX Fidelity Advisor Gold I
Utilities JEUTX JHT Utilities Trust Ser I
Health PRHSX T. Rowe Price Health Sciences
Technology JESTX JHT Science & Technology Trust Ser I
Financial JEFSX JHT Financial Services Trust Ser I
Utilities MMUHX MFS Utilities R3
Natural Resources JINRX JHancock2 Natural Resources 1
Technology PASTX T. Rowe Price Science & Tech Adv
ROOT CASH JHOXX Money Market
INTERNATIONAL EQUITY
WORLD STOCK MDISX Mutual Global Discovery Z
Foreign Large Blend RERFX American Funds EuroPacific Gr R5
Foreign Large Growth JIIOX JHFunds2 Intl Opportunities 1
WORLD STOCK OGLYX Oppenheimer Global Y
Foreign Large Value DFIVX DFA Intl Value I
Foreign Large Blend GOIOX JHancock3 International Growth 1
WORLD STOCK TEMWX Templeton World A
Foreign Large Value JIVIX JHFunds2 International Value 1
Foreign Small/Mid Value JIIMX JHFunds2 Intl Small Cap 1
Foreign Large Blend JEIEX JHT Intl Equity Index Trust A Ser I
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv
Small Growth VISGX Vanguard Small Cap Growth Index Inv
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv
LARGE GROWTH VIGRX Vanguard Growth Index Inv
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv
LARGE VALUE VIVAX Vanguard Value Index Inv
LARGE VALUE BEGRX Mutual Beacon Z
LARGE BLEND NYVTX Davis NY Venture A
SMALL VALUE JESVX JHT Small Cap Value Trust Ser I
LARGE BLEND RFNFX American Funds Fundamental Investors R5
Small Growth JESGX JHT Small Cap Growth Trust Ser I
LARGE BLEND JILGX JHancock2 Lifestyle Growth 1
LARGE VALUE RWMFX American Funds Washington Mutual R5
LARGE VALUE MALVX BlackRock Large Cap Value Instl
MID-CAP VALUE JEMUX JHT Mid Value Series I
LARGE BLEND JILAX JHancock2 Lifestyle Aggressive 1
LARGE GROWTH JIBCX JHFunds2 Blue Chip Growth 1
MID-CAP BLEND JECIX JHT Mid Cap Index Trust Ser I
LARGE VALUE JIEMX JHFunds2 Equity-Income 1
LARGE BLEND JETSX JHT Total Stock Market Index Tr Ser I
SMALL BLEND JESIX JHT Small Cap Index Trust Ser I
LARGE BLEND RICFX American Funds Invmt Co of Amer R5
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5
LARGE GROWTH JICPX JHFunds2 Capital App 1
SMALL BLEND DFSTX DFA US Small Cap I
LARGE GROWTH SAGYX Legg Mason ClearBridge Aggressive Gr I
LARGE BLEND JEQAX JHT Optimized All Cap Trust Series I
SMALL BLEND JISOX JHFunds2 Small Cap Opp 1
SMALL BLEND BRSIX Bridgeway Ultra-Small Company Market
Small Growth GTSAX AIM Small Cap Growth A
LARGE VALUE PAFDX T. Rowe Price Equity Income Adv
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth A
LARGE BLEND DIEQX DIEQX
LARGE VALUE UMBIX Columbia Value & Restructuring Z
Mid-Cap Growth TWCVX American Century Vista Inv
MID-CAP VALUE RMCVX Columbia Mid Cap Value Opportunity R4
SMALL BLEND JISVX JHFunds2 Small Company Value 1
LARGE VALUE JIQVX JHFunds2 Optimized Value 1
Mid-Cap Growth JIMSX JHFunds2 Mid Cap Stock 1
LARGE BLEND JILPX JHFunds2 Large Cap 1
LARGE VALUE JICZX JHFunds2 Large Cap Value 1
LARGE BLEND JICVX JHFunds2 All Cap Value 1
MID-CAP VALUE JEVLX JHT Value Trust Ser I
LARGE BLEND JEINX JHT 500 Index Trust Ser I
LARGE BLEND JEACX JHT All Cap Core Trust Ser I
REAL ESTATE
REAL ESTATE JIREX JHFunds2 Real Estate Secs 1
FIXED INCOME
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Inv
Intermediate-Term Bond JICDX JHFunds2 Core Bond 1
WORLD BOND JIGDX JHFunds2 Global Bond 1
Multisector Bond RPSIX T. Rowe Price Spectrum Income
Multisector Bond JESNX JHT Strategic Income Opps Trust Ser I
High Yield Bond JIHDX JHFunds2 High Yield 1
Intermediate-Term Bond PTRAX PIMCO Total Return Admin
Inflation-Protected Bond PARRX PIMCO Real Return Admin
High Yield Bond SAHYX Legg Mason WA Global Hi Yld Bd A
WORLD BOND PADMX PIMCO Global Bond (Unhedged) Admin
Intermediate-Term Bond JITRX JHFunds2 Total Return 1
Intermediate-Term Bond JIQBX JHFunds2 Invest Quality Bond 1
High Yield Bond JIHLX JHFunds2 US High Yield Bd 1
Intermediate-Term Bond JIADX JHFunds2 Active Bond 1
Intermediate-Term Bond JEBNX JHT Total Bond Market Trust A Ser I
Total Available Funds: 95
  • 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 DFEVX DFA Emerging Markets Value I 96% 3 60 0 0.44% 4.28%
Others
Equity Energy VGENX Vanguard Energy Inv 97% 3 60 0 0.46% 8.91%
Moderate Allocation PAALX PIMCO All Asset Admin 96% 3 60 0 1.84% 7.66%
World Allocation MALOX BlackRock Global Allocation Instl 90% 3 60 0 0.84% 9.44%
Target Date 2041-2045 JLJOX JHancock2 Lifecycle 2045 1 83% 3 60 0 0.84% 9.86%
Target Date 2021-2025 JLEOX JHancock2 Lifecycle 2025 1 82% 3 60 0 0.61% 8.81%
Target Date 2031-2035 JLHOX JHancock2 Lifecycle 2035 1 82% 3 60 0 0.71% 9.33%
Target Date 2026-2030 JLFOX JHancock2 Lifecycle 2030 1 80% 3 60 0 0.69% 9.04%
Target Date 2036-2040 JLIOX JHancock2 Lifecycle 2040 1 80% 3 60 0 0.64% 9.77%
Moderate Allocation JILBX JHancock2 Lifestyle Balanced 1 79% 3 60 0 1.18% 10.61%
Conservative Allocation JILCX JHancock2 Lifestyle Conservative 1 79% 3 60 0 1.33% 3.47%
Moderate Allocation RLBFX American Funds American Balanced R5 78% 3 60 0 0.31% 9.01%
Conservative Allocation JILMX JHancock2 Lifestyle Moderate 1 77% 3 60 0 0.92% 6.72%
Target Date 2000-2010 JLAOX JHancock2 Lifecycle 2010 1 76% 3 60 0 0.51% 6.25%
Target Date 2016-2020 JLDOX JHancock2 Lifecycle 2020 1 76% 3 60 0 0.66% 6.75%
EQUITY PRECIOUS METALS FGDIX Fidelity Advisor Gold I 68% 3 60 0 0.77% 3.34%
Utilities JEUTX JHT Utilities Trust Ser I 65% 3 60 0 0.97% 1.44%
Health PRHSX T. Rowe Price Health Sciences 63% 3 60 0 0.8% 13.55%
Technology JESTX JHT Science & Technology Trust Ser I 58% 3 60 0 1.16% 23.92%
Financial JEFSX JHT Financial Services Trust Ser I 54% 3 60 0 0.91% 6.05%
Utilities MMUHX MFS Utilities R3 45% 3 60 0 1% 4%
Natural Resources JINRX JHancock2 Natural Resources 1 45% 3 60 0 1.1% 0.96%
Technology PASTX T. Rowe Price Science & Tech Adv 42% 3 60 0 0.84% 13.76%
ROOT CASH JHOXX Money Market 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK MDISX Mutual Global Discovery Z 94% 3 60 0 1.45% 10.74%
Foreign Large Blend RERFX American Funds EuroPacific Gr R5 94% 3 60 0 0.84% 14.02%
Foreign Large Growth JIIOX JHFunds2 Intl Opportunities 1 89% 3 60 0 0.66% 5.41%
WORLD STOCK OGLYX Oppenheimer Global Y 85% 3 60 0 1.31% 22.2%
Foreign Large Value DFIVX DFA Intl Value I 79% 3 60 0 0.52% 4.93%
Foreign Large Blend GOIOX JHancock3 International Growth 1 69% 3 60 0 1.12% 0.14%
WORLD STOCK TEMWX Templeton World A 44% 3 60 0 0.81% 13.7%
Foreign Large Value JIVIX JHFunds2 International Value 1 0% 3 60 0 0.89% 11.55%
Foreign Small/Mid Value JIIMX JHFunds2 Intl Small Cap 1 0% 3 60 0 1.08% 0%
Foreign Large Blend JEIEX JHT Intl Equity Index Trust A Ser I 0% 3 60 0 0.63% 0%
US EQUITY
SMALL VALUE VISVX Vanguard Small Cap Value Index Inv 100% 3 60 0 0.06% 2.04%
Small Growth VISGX Vanguard Small Cap Growth Index Inv 100% 3 60 0 0.07% 0.46%
Mid-Cap Growth VMGIX Vanguard Mid-Cap Growth Index Inv 98% 3 60 0 0.19% 0.56%
LARGE GROWTH VIGRX Vanguard Growth Index Inv 97% 3 60 0 0.04% 0.33%
MID-CAP VALUE VMVIX Vanguard Mid-Cap Value Index Inv 96% 3 60 0 0.19% 2.14%
LARGE VALUE VIVAX Vanguard Value Index Inv 95% 3 60 0 0.05% 2.18%
LARGE VALUE BEGRX Mutual Beacon Z 92% 3 60 0 0.77% 7.38%
LARGE BLEND NYVTX Davis NY Venture A 92% 3 60 0 1.75% 12.3%
SMALL VALUE JESVX JHT Small Cap Value Trust Ser I 92% 3 60 0 1.33% 11.26%
LARGE BLEND RFNFX American Funds Fundamental Investors R5 87% 3 60 0 0.6% 9.54%
Small Growth JESGX JHT Small Cap Growth Trust Ser I 85% 3 60 0 1.16% 0.08%
LARGE BLEND JILGX JHancock2 Lifestyle Growth 1 84% 3 60 0 0.97% 13.58%
LARGE VALUE RWMFX American Funds Washington Mutual R5 83% 3 60 0 0.26% 10.54%
LARGE VALUE MALVX BlackRock Large Cap Value Instl 82% 3 60 0 0.79% 9.72%
MID-CAP VALUE JEMUX JHT Mid Value Series I 81% 3 60 0 1.06% 20.27%
LARGE BLEND JILAX JHancock2 Lifestyle Aggressive 1 81% 3 60 0 1.29% 15.2%
LARGE GROWTH JIBCX JHFunds2 Blue Chip Growth 1 80% 3 60 0 1.88% 9.91%
MID-CAP BLEND JECIX JHT Mid Cap Index Trust Ser I 80% 3 60 0 0.54% 8.96%
LARGE VALUE JIEMX JHFunds2 Equity-Income 1 79% 3 60 0 0.72% 39.56%
LARGE BLEND JETSX JHT Total Stock Market Index Tr Ser I 78% 3 60 0 0.57% 3.07%
SMALL BLEND JESIX JHT Small Cap Index Trust Ser I 78% 3 60 0 0.6% 8.02%
LARGE BLEND RICFX American Funds Invmt Co of Amer R5 76% 3 60 0 0.58% 11.35%
LARGE GROWTH RGAFX American Funds Growth Fund of Amer R5 75% 3 60 0 0.63% 11.46%
LARGE GROWTH JICPX JHFunds2 Capital App 1 75% 3 60 0 0.8% 17.51%
SMALL BLEND DFSTX DFA US Small Cap I 71% 3 60 0 0.27% 1.22%
LARGE GROWTH SAGYX Legg Mason ClearBridge Aggressive Gr I 70% 3 60 0 1.24% 14.85%
LARGE BLEND JEQAX JHT Optimized All Cap Trust Series I 68% 3 60 0 0.76% 12.18%
SMALL BLEND JISOX JHFunds2 Small Cap Opp 1 63% 3 60 0 0.87% 2.48%
SMALL BLEND BRSIX Bridgeway Ultra-Small Company Market 62% 3 60 0 0.78% 1.38%
Small Growth GTSAX AIM Small Cap Growth A 53% 3 60 0 0.91% 11.05%
LARGE VALUE PAFDX T. Rowe Price Equity Income Adv 50% 3 60 0 1.23% 2.63%
Mid-Cap Growth FRSGX Franklin Small-Mid Cap Growth A 41% 3 60 0 0.85% 7.81%
LARGE BLEND DIEQX DIEQX 20% 3 60 0 1.09% 11.79%
LARGE VALUE UMBIX Columbia Value & Restructuring Z 0% 3 60 0 0.97% 13.86%
Mid-Cap Growth TWCVX American Century Vista Inv 0% 3 60 0 1.03% 0%
MID-CAP VALUE RMCVX Columbia Mid Cap Value Opportunity R4 0% 3 60 0 1.06% 9.29%
SMALL BLEND JISVX JHFunds2 Small Company Value 1 0% 3 60 0 1.22% 0%
LARGE VALUE JIQVX JHFunds2 Optimized Value 1 0% 3 60 0 NA 5.88%
Mid-Cap Growth JIMSX JHFunds2 Mid Cap Stock 1 0% 3 60 0 0.91% 0%
LARGE BLEND JILPX JHFunds2 Large Cap 1 0% 3 60 0 NA 1.18%
LARGE VALUE JICZX JHFunds2 Large Cap Value 1 0% 3 60 0 NA 1.25%
LARGE BLEND JICVX JHFunds2 All Cap Value 1 0% 3 60 0 0.87% 0%
MID-CAP VALUE JEVLX JHT Value Trust Ser I 0% 3 60 0 0.83% 71.38%
LARGE BLEND JEINX JHT 500 Index Trust Ser I 0% 3 60 0 0.53% 6.18%
LARGE BLEND JEACX JHT All Cap Core Trust Ser I 0% 3 60 0 0.86% 1.04%
REAL ESTATE
REAL ESTATE JIREX JHFunds2 Real Estate Secs 1 82% 3 60 0 0.88% 1.7%
FIXED INCOME
SHORT GOVERNMENT VSGBX Vanguard Short-Term Federal Inv 95% 3 60 0 0.1% 3.86%
Intermediate-Term Bond JICDX JHFunds2 Core Bond 1 91% 3 60 0 0.67% 3.49%
WORLD BOND JIGDX JHFunds2 Global Bond 1 89% 3 60 0 0.94% 2.57%
Multisector Bond RPSIX T. Rowe Price Spectrum Income 84% 3 60 0 0.62% 5.7%
Multisector Bond JESNX JHT Strategic Income Opps Trust Ser I 81% 3 60 0 0.83% 8.25%
High Yield Bond JIHDX JHFunds2 High Yield 1 80% 3 60 0 0.86% 6.84%
Intermediate-Term Bond PTRAX PIMCO Total Return Admin 66% 3 60 0 0.8% 4.37%
Inflation-Protected Bond PARRX PIMCO Real Return Admin 60% 3 60 0 1.37% 3.14%
High Yield Bond SAHYX Legg Mason WA Global Hi Yld Bd A 0% 3 60 0 0.9% 4.47%
WORLD BOND PADMX PIMCO Global Bond (Unhedged) Admin 0% 3 60 0 0.57% 10.28%
Intermediate-Term Bond JITRX JHFunds2 Total Return 1 0% 3 60 0 0.78% 4.64%
Intermediate-Term Bond JIQBX JHFunds2 Invest Quality Bond 1 0% 3 60 0 0.75% 2.57%
High Yield Bond JIHLX JHFunds2 US High Yield Bd 1 0% 3 60 0 0.86% 1.1%
Intermediate-Term Bond JIADX JHFunds2 Active Bond 1 0% 3 60 0 0.69% 2.01%
Intermediate-Term Bond JEBNX JHT Total Bond Market Trust A Ser I 0% 3 60 0 0.54% 0%
Average Expense Ratio: 0.82%
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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 0.1% 3.0% -0.6% 4.6% 3.7% 5.0%

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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
The plan consists of 96 funds. It covers 5 major asset classes and 40 minor asset classes. The major asset classes it covers are US Equity, Emerging Market Equity, Foreign Equity, Fixed Income and REITs.


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