MyPlanIQ folios are created and maintained by MyPlanIQ using a strategic asset allocation (SAA) strategy. This SAA strategy is based on modern portfolio theory (MPT) with emphasis on diversification and investment selection within each major asset class.

These are long-term core portfolios using liquid ETFs for each major asset class. These folios are designed to provide reasonable returns with lower risk than less-diversified investments.

Once at MyPlanIQ, you can also learn about our Tactical Asset Allocation models and folios. These are available for a low monthly fee and are designed to provide higher overall returns by shifting dynamically between major asset classes using asset trends. Learn More

Last Updated: September 18, 2017 Average Annualized Returns
Past performance is no guarantee of future results.
Inception Date
1 Month
3 Month
Since Inception*
MyPlanIQ SAA Growth 08/12/2010 2.43% 3.66% 6.38%
MyPlanIQ SAA Moderate 08/12/2010 1.94% 2.97% 5.45%
MyPlanIQ SAA Balanced 08/12/2010 1.81% 2.85% 5.01%
MyPlanIQ SAA Conservative 08/12/2010 1.42% 2.31% 4.00%
MyPlanIQ SAA Very Cons 08/12/2010 0.81% 1.47% 3.20%

See how returns are calculated
Past performance is no guarantee of future results.