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: March 27, 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 -0.02% 5.98% 5.80%
MyPlanIQ SAA Moderate 08/12/2010 0.02% 4.70% 5.00%
MyPlanIQ SAA Balanced 08/12/2010 0.14% 4.95% 4.48%
MyPlanIQ SAA Conservative 08/12/2010 0.05% 4.28% 3.66%
MyPlanIQ SAA Very Cons 08/12/2010 0.04% 2.68% 2.95%

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