It is the internal testing website that you are visiting. Please go to our official customer website (
www.myplaniq.com).
Investment Options
| Total Available Funds: |
22 |
- 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 |
EWX |
EWX |
98% |
3 |
60 |
0 |
0.65%
|
3.18%
|
| DIVERSIFIED EMERGING MKTS |
VWO |
VWO |
97% |
3 |
60 |
0 |
0.08%
|
3.05%
|
|
| Others |
|
|
|
|
|
|
|
|
| Industrials |
IGF |
IGF |
88% |
3 |
60 |
0 |
0.41%
|
3.37%
|
| Natural Resources |
WOOD |
WOOD |
80% |
3 |
60 |
0 |
0.42%
|
2.42%
|
| ROOT |
CASH |
CASH |
0% |
3 |
60 |
0 |
NA
|
2.53%
|
|
| INTERNATIONAL EQUITY |
|
|
|
|
|
|
|
|
| Foreign Large Blend |
VEU |
VEU |
97% |
3 |
60 |
0 |
0.08%
|
3.35%
|
| FOREIGN SMALL/MID GROWTH |
VSS |
VSS |
41% |
3 |
60 |
0 |
0.07%
|
3.8%
|
|
| US EQUITY |
|
|
|
|
|
|
|
|
| SMALL BLEND |
VB |
VB |
96% |
3 |
60 |
0 |
0.03%
|
1.53%
|
| LARGE BLEND |
VOO |
VOO |
21% |
3 |
60 |
0 |
0.03%
|
1.31%
|
| MID-CAP BLEND |
VO |
VO |
6% |
3 |
60 |
0 |
0.04%
|
1.61%
|
|
| REAL ESTATE |
|
|
|
|
|
|
|
|
| Global Real Estate |
RWX |
RWX |
98% |
3 |
60 |
0 |
0.59%
|
3.8%
|
| REAL ESTATE |
VNQ |
VNQ |
95% |
3 |
60 |
0 |
0.12%
|
3.9%
|
|
| FIXED INCOME |
|
|
|
|
|
|
|
|
| Intermediate-Term Bond |
BND |
BND |
99% |
3 |
60 |
0 |
0.15%
|
3.98%
|
| Short-Term Bond |
BSV |
BSV |
99% |
3 |
60 |
0 |
0.07%
|
3.96%
|
| 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 |
ESD |
ESD |
0% |
3 |
60 |
0 |
NA
|
1.35%
|
|
| COMMODITIES |
|
|
|
|
|
|
|
|
| Commodities Agriculture |
DBA |
DBA |
99% |
3 |
60 |
0 |
0.85%
|
3.43%
|
| Commodities Industrial Metals |
DBB |
DBB |
98% |
3 |
60 |
0 |
0.75%
|
3.24%
|
| Commodities Energy |
DBE |
DBE |
96% |
3 |
60 |
0 |
0.75%
|
3.86%
|
| Commodities Precious Metals |
DBP |
DBP |
95% |
3 |
60 |
0 |
0.75%
|
3.37%
|
|
Average Expense Ratio: 0.34%
Sign up to get fund ranking change alerts
Model Portfolios 
The operation cannot be completed , see the following detail message:
Go back to
www.myplaniq.com.
java.lang.NullPointerException
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
Login With Facebook:
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or
reset your password.