MyPlanIQ Major Brokerage Investor Schwab No Load NTF High Yield Bond Funds Plan

Schwab No Load NTF High Yield Bond Funds Plan

This Plan is unrated.
Investment Options
Total Available Funds: 63
Asset Class Ticker Description Rating
FIXED INCOME
High Yield Bond FHYTX Federated High-Yield Svc
High Yield Bond TAHYX Pioneer High Yield A
High Yield Bond FYAIX Access Flex High Yield Inv
Total Available Funds: 63
Asset Class Ticker Description Rating
FIXED INCOME
High Yield Bond FHYTX Federated High-Yield Svc
High Yield Bond TAHYX Pioneer High Yield A
High Yield Bond FYAIX Access Flex High Yield Inv
High Yield Bond JAHYX Janus High-Yield T
High Yield Bond PYHRX Payden High Income
High Yield Bond ABHIX American Century High-Yield Inv
High Yield Bond BUFHX Buffalo High-Yield
High Yield Bond SAMHX RidgeWorth Seix High Yield I
High Yield Bond NHFIX Northern High Yield Fixed Income
High Yield Bond WTLTX Westcore Flexible Income
High Yield Bond TIYRX TIAA-CREF High-Yield Retail
High Yield Bond OHYFX JPMorgan High Yield Select
High Yield Bond HYINX Invesco High Yield Investor
High Yield Bond NHINX Neuberger Berman High Inc Bond Inv
High Yield Bond MWHYX Metropolitan West High Yield Bond M
High Yield Bond CPHYX Principal High Yield A
High Yield Bond PAXHX Pax World High Yield Bond Individual Inv
High Yield Bond SIHAX Guggenheim High Yield A
High Yield Bond PHYIX Putnam High Yield Advantage A
High Yield Bond PAHIX T. Rowe Price High-Yield Adv
High Yield Bond FJSIX Nuveen High Income Bond A
High Yield Bond DPLTX Dreyfus High Yld A
High Yield Bond TGHNX TCW High-Yield Bond N
High Yield Bond CHYDX Calamos High Income A
High Yield Bond LZHOX Lazard US High Yield Open
High Yield Bond KHYAX DWS High Income A
High Yield Bond IHYAX ING High Yield Bond A
High Yield Bond RPHYX RiverPark Short Term High Yield Retail
High Yield Bond SHYPX American Beacon SiM High Yld Opps Inv
High Yield Bond CYBAX Calvert High Yield Bond A
High Yield Bond FEHAX First Eagle High Yield A
High Yield Bond NMHYX Northern Multi-Manager Hi Yld Opp
High Yield Bond TPHAX Timothy Plan High Yield Bond A
High Yield Bond HWHAX Hotchkis and Wiley High Yield A
High Yield Bond MNHYX Manning & Napier High Yield Bond
High Yield Bond NCOAX Nuveen Symphony Credit Opportunities A
High Yield Bond SCFAX Shenkman Short Duration High Income A
High Yield Bond WSDAX Westwood Short Duration High Yield A
High Yield Bond STHBX Wells Fargo Advantage S/T Hi-Yld Bd Inv
High Yield Bond STHYX Wells Fargo Advantage High Income Inv
High Yield Bond TFCVX Third Avenue Focused Credit Investor
High Yield Bond SSHYX SSgA High Yield Bond Instl
High Yield Bond STHTX RidgeWorth High Income I
High Yield Bond RIMYX Rainier High Yield Original
High Yield Bond PHIGX Putnam High Yield A
High Yield Bond PHSDX PIMCO High Yield Spectrum D
High Yield Bond PHYDX PIMCO High Yield D
High Yield Bond NSYAX Nuveen Symphony High Yield Bond A
High Yield Bond NPHAX Nomura Partners High Yield A
High Yield Bond NNHIX Nicholas High Income N
High Yield Bond NHSAX Neuberger Berman Short Dur Hi Inc A
High Yield Bond NTAFX Neiman Tactical Income A
High Yield Bond GGHAX Nationwide High Yield Bond A
High Yield Bond KHYZX KKR Alternative High Yield Investor
High Yield Bond ICMYX Intrepid Income
High Yield Bond HYOAX Henderson High Yield Opportunities A
High Yield Bond HYFIX Harbor High-Yield Bond Inv
High Yield Bond DSIAX Diamond Hill Strategic Income A
High Yield Bond ACSAX Avenue Credit Strategies Investor
High Yield Bond AHYPX American Beacon High Yld Bd Inv
High Yield Bond ASHDX Allianz RCM Short Duration High Inc D
High Yield Bond AYBDX Allianz AGIC High Yield Bond D
High Yield Bond AUYAX Aberdeen US High Yield Bond A
Total Available Funds: 63
  • 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
FIXED INCOME
High Yield Bond FHYTX Federated High-Yield Svc 95% 3 60 0 0.98% 4.87%
High Yield Bond TAHYX Pioneer High Yield A 94% 3 60 0 1.61% 5.13%
High Yield Bond FYAIX Access Flex High Yield Inv 93% 3 60 0 1.68% 1.53%
High Yield Bond JAHYX Janus High-Yield T 90% 3 60 0 0.98% 6.61%
High Yield Bond PYHRX Payden High Income 89% 3 60 0 0.85% 5.99%
High Yield Bond ABHIX American Century High-Yield Inv 87% 3 60 0 0.59% 5.76%
High Yield Bond BUFHX Buffalo High-Yield 87% 3 60 0 1.03% 6.82%
High Yield Bond SAMHX RidgeWorth Seix High Yield I 85% 3 60 0 0.82% 6.05%
High Yield Bond NHFIX Northern High Yield Fixed Income 85% 3 60 0 0.6% 7.66%
High Yield Bond WTLTX Westcore Flexible Income 83% 3 60 0 0.7% 4.16%
High Yield Bond TIYRX TIAA-CREF High-Yield Retail 79% 3 60 0 0.66% 5.8%
High Yield Bond OHYFX JPMorgan High Yield Select 75% 3 60 0 0.9% 5.79%
High Yield Bond HYINX Invesco High Yield Investor 75% 3 60 0 1.04% 5.41%
High Yield Bond NHINX Neuberger Berman High Inc Bond Inv 66% 3 60 0 0.61% 5.86%
High Yield Bond MWHYX Metropolitan West High Yield Bond M 65% 3 60 0 0.6% 6.45%
High Yield Bond CPHYX Principal High Yield A 64% 3 60 0 0.52% 5.93%
High Yield Bond PAXHX Pax World High Yield Bond Individual Inv 64% 3 60 0 0.67% 5.52%
High Yield Bond SIHAX Guggenheim High Yield A 63% 3 60 0 0.75% 5.72%
High Yield Bond PHYIX Putnam High Yield Advantage A 60% 3 60 0 1.79% 5.63%
High Yield Bond PAHIX T. Rowe Price High-Yield Adv 58% 3 60 0 0.6% 5.9%
High Yield Bond FJSIX Nuveen High Income Bond A 55% 3 60 0 0.75% 6.62%
High Yield Bond DPLTX Dreyfus High Yld A 55% 3 60 0 0.95% 5.96%
High Yield Bond TGHNX TCW High-Yield Bond N 53% 3 60 0 0.8% 0.49%
High Yield Bond CHYDX Calamos High Income A 53% 3 60 0 1% 5.58%
High Yield Bond LZHOX Lazard US High Yield Open 51% 3 60 0 0.84% 5.52%
High Yield Bond KHYAX DWS High Income A 41% 3 60 0 0.71% 6.08%
High Yield Bond IHYAX ING High Yield Bond A 38% 3 60 0 0.79% 5.12%
High Yield Bond RPHYX RiverPark Short Term High Yield Retail 25% 3 60 0 1.17% 3.66%
High Yield Bond SHYPX American Beacon SiM High Yld Opps Inv 24% 3 60 0 1.11% 5.75%
High Yield Bond CYBAX Calvert High Yield Bond A 23% 3 60 0 1.02% 5.07%
High Yield Bond FEHAX First Eagle High Yield A 19% 3 60 0 0.69% 5.3%
High Yield Bond NMHYX Northern Multi-Manager Hi Yld Opp 15% 3 60 0 0.87% 6.22%
High Yield Bond TPHAX Timothy Plan High Yield Bond A 14% 3 60 0 1.09% 3.91%
High Yield Bond HWHAX Hotchkis and Wiley High Yield A 12% 3 60 0 0.6% 5.57%
High Yield Bond MNHYX Manning & Napier High Yield Bond 10% 3 60 0 0.51% 6.71%
High Yield Bond NCOAX Nuveen Symphony Credit Opportunities A 9% 3 60 0 0.62% 6.79%
High Yield Bond SCFAX Shenkman Short Duration High Income A 2% 3 60 0 1.75% 4.59%
High Yield Bond WSDAX Westwood Short Duration High Yield A 2% 3 60 0 1.05% 5.41%
High Yield Bond STHBX Wells Fargo Advantage S/T Hi-Yld Bd Inv 0% 3 60 0 0.85% 2.97%
High Yield Bond STHYX Wells Fargo Advantage High Income Inv 0% 3 60 0 0.6% 3.99%
High Yield Bond TFCVX Third Avenue Focused Credit Investor 0% 3 60 0 1.13% 0%
High Yield Bond SSHYX SSgA High Yield Bond Instl 0% 3 60 0 0.74% 4.85%
High Yield Bond STHTX RidgeWorth High Income I 0% 3 60 0 0.93% 6.95%
High Yield Bond RIMYX Rainier High Yield Original 0% 3 60 0 0.9% 1.48%
High Yield Bond PHIGX Putnam High Yield A 0% 3 60 0 1% 6.29%
High Yield Bond PHSDX PIMCO High Yield Spectrum D 0% 3 60 0 0.9% 5.41%
High Yield Bond PHYDX PIMCO High Yield D 0% 3 60 0 0.9% 4.84%
High Yield Bond NSYAX Nuveen Symphony High Yield Bond A 0% 3 60 0 NA 5.96%
High Yield Bond NPHAX Nomura Partners High Yield A 0% 3 60 0 NA 1.04%
High Yield Bond NNHIX Nicholas High Income N 0% 3 60 0 0.94% 2.08%
High Yield Bond NHSAX Neuberger Berman Short Dur Hi Inc A 0% 3 60 0 1.13% 2.65%
High Yield Bond NTAFX Neiman Tactical Income A 0% 3 60 0 1.45% 3.73%
High Yield Bond GGHAX Nationwide High Yield Bond A 0% 3 60 0 1.13% 4.78%
High Yield Bond KHYZX KKR Alternative High Yield Investor 0% 3 60 0 NA 0%
High Yield Bond ICMYX Intrepid Income 0% 3 60 0 1.15% 1.29%
High Yield Bond HYOAX Henderson High Yield Opportunities A 0% 3 60 0 1.1% 5.59%
High Yield Bond HYFIX Harbor High-Yield Bond Inv 0% 3 60 0 0.9% 0.88%
High Yield Bond DSIAX Diamond Hill Strategic Income A 0% 3 60 0 0.92% 6.91%
High Yield Bond ACSAX Avenue Credit Strategies Investor 0% 3 60 0 1.75% 5.3%
High Yield Bond AHYPX American Beacon High Yld Bd Inv 0% 3 60 0 1.1% 5.25%
High Yield Bond ASHDX Allianz RCM Short Duration High Inc D 0% 3 60 0 0.95% 4.96%
High Yield Bond AYBDX Allianz AGIC High Yield Bond D 0% 3 60 0 1% 0%
High Yield Bond AUYAX Aberdeen US High Yield Bond A 0% 3 60 0 1.1% 4.05%
Average Expense Ratio: 0.95%
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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*
Click for Portfolio Details or Follow 0.1% 6.6% 4.1% 2.5% 1.6% 1.1%

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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*
Click for Portfolio Details or Follow 2.3% 43.5% 14.1% 9.3% 5.4%

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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.


Other Related Portfolios YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*
Schwab No Load NTF High Yield Bond Funds Plan Upgrade N/A 0.0% 0.0% 0.0% 0.0%
Description
The plan consists of 63 funds. It covers 1 major asset classes and 1 minor asset classes. The major asset classes it covers are Fixed Income.

Schwab one source no load no transaction fee (NTF) high yield bonds. It has minimum 3 month holding periods. 



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