Merrill Edge Total Return Bond
0.19%March 28 | MyPlanIQ portfolio symbol P_64085
This portfolio is for fixed income investments in Merrill Edge. It invests in a no load no transaction fee total return bond fund and rebalances every month. It obeys the 3 month minimum holding period requirement for every fund. Please see the following newsletters for more detailed description:
- September 22, 2014: Why Total Return Bond Funds?
- June 3, 2013: Total Return Bond Fund Portfolios For Major Brokerages
For its smart usage in other asset allocation portfolios, see the following:
Candidate funds used in this portfolio:
FIXED INCOME | ||
---|---|---|
Intermediate-Term Bond | TGMNX | TCW Total Return Bond N |
Intermediate-Term Bond | DLTNX | DoubleLine Total Return Bond N |
Intermediate-Term Bond | PBDDX | PIMCO Investment Grade Corp Bd D |
Multisector Bond | PONDX | PIMCO Income D |
Intermediate-Term Bond | MWTRX | Metropolitan West Total Return Bond M |
Intermediate-Term Bond | PTTDX | PIMCO Total Return D |