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MyPlanIQ SchwabIP

SchwabIP

This Plan is unrated.
Investment Options
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PXH PXH
DIVERSIFIED EMERGING MKTS IEMG IEMG
Others
EQUITY PFFD PFFD
EQUITY USHY USHY
EQUITY USRT USRT
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA
Foreign Large Value PXF PXF
Foreign Small/Mid Value PDN PDN
US EQUITY
SMALL BLEND PRFZ PRFZ
SMALL BLEND VB VB
LARGE VALUE PRF PRF
Total Available Funds: 26
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PXH PXH
DIVERSIFIED EMERGING MKTS IEMG IEMG
Others
EQUITY PFFD PFFD
EQUITY USHY USHY
EQUITY USRT USRT
ROOT CASH CASH
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA
Foreign Large Value PXF PXF
Foreign Small/Mid Value PDN PDN
Foreign Small/Mid Blend VSS VSS
INTERNATIONAL EQUITY VYMI VYMI
US EQUITY
SMALL BLEND PRFZ PRFZ
SMALL BLEND VB VB
LARGE VALUE PRF PRF
LARGE VALUE VYM VYM
LARGE BLEND VOO VOO
REAL ESTATE
Global Real Estate VNQI VNQI
FIXED INCOME
Muni California Intermediate CMF CMF
Intermediate Government IEI IEI
Emerging Markets Bond EBND EBND
Inflation-Protected Bond SCHP SCHP
Intermediate-Term Bond VCIT VCIT
Intermediate-Term Bond VMBS VMBS
WORLD BOND BNDX BNDX
Muni National Interm VTEB VTEB
COMMODITIES
Commodities Precious Metals IAU IAU
Total Available Funds: 26
  • 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 PXH PXH 97% 3 60 0 0.49% 4.46%
DIVERSIFIED EMERGING MKTS IEMG IEMG 3% 3 60 0 0.09% 3.17%
Others
EQUITY PFFD PFFD 97% 3 60 0 NA 6.41%
EQUITY USHY USHY 96% 3 60 0 NA 6.92%
EQUITY USRT USRT 96% 3 60 0 NA 3%
ROOT CASH CASH 0% 3 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend VEA VEA 97% 3 60 0 0.05% 3.35%
Foreign Large Value PXF PXF 91% 3 60 0 0.45% 4.24%
Foreign Small/Mid Value PDN PDN 89% 3 60 0 0.49% 3.77%
Foreign Small/Mid Blend VSS VSS 41% 3 60 0 0.07% 3.74%
INTERNATIONAL EQUITY VYMI VYMI 0% 3 60 0 0.22% 4.29%
US EQUITY
SMALL BLEND PRFZ PRFZ 97% 3 60 0 0.39% 1.1%
SMALL BLEND VB VB 96% 3 60 0 0.03% 1.52%
LARGE VALUE PRF PRF 94% 3 60 0 0.39% 1.82%
LARGE VALUE VYM VYM 94% 3 60 0 0.08% 2.71%
LARGE BLEND VOO VOO 21% 3 60 0 0.03% 1.31%
REAL ESTATE
Global Real Estate VNQI VNQI 34% 3 60 0 0.12% 4.84%
FIXED INCOME
Muni California Intermediate CMF CMF 100% 3 60 0 0.08% 3.06%
Intermediate Government IEI IEI 98% 3 60 0 0.15% 3.62%
Emerging Markets Bond EBND EBND 68% 3 60 0 0.3% 5.79%
Inflation-Protected Bond SCHP SCHP 41% 3 60 0 0.04% 4.02%
Intermediate-Term Bond VCIT VCIT 36% 3 60 0 0.04% 4.86%
Intermediate-Term Bond VMBS VMBS 36% 3 60 0 0.04% 4.28%
WORLD BOND BNDX BNDX 5% 3 60 0 0.07% 4.39%
Muni National Interm VTEB VTEB 2% 3 60 0 0.05% 3.46%
COMMODITIES
Commodities Precious Metals IAU IAU 79% 3 60 0 0.25% 0%
Average Expense Ratio: 0.18%
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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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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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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
This plan consists of 26 funds, some of them are: VOO, PRF, VB, PRFZ, VEA, PXF.


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