MyPlanIQ Major Brokerage Investor Etrade Total Return Bond Plan

Etrade Total Return Bond Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Intermediate-Term Bond DODIX Dodge & Cox Income
Intermediate-Term Bond TGMNX TCW Total Return Bond N
Total Available Funds: 10
Asset Class Ticker Description Rating
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Intermediate-Term Bond DODIX Dodge & Cox Income
Intermediate-Term Bond TGMNX TCW Total Return Bond N
Intermediate-Term Bond PTTAX PIMCO Total Return A
Intermediate-Term Bond PBDAX PIMCO Investment Grade Corp Bd A
Intermediate-Term Bond PDBAX Prudential Total Return Bond A
Multisector Bond LSBRX Loomis Sayles Bond Retail
Multisector Bond BASIX BlackRock Strategic Inc Opps Inv A
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N
Multisector Bond PONAX PIMCO Income A
Total Available Funds: 10
  • 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
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M 89% 3 60 0 0.52% 4.21%
Intermediate-Term Bond DODIX Dodge & Cox Income 87% 3 60 0 0.33% 4.29%
Intermediate-Term Bond TGMNX TCW Total Return Bond N 66% 3 60 0 0.7% 6.36%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.01%
Intermediate-Term Bond PBDAX PIMCO Investment Grade Corp Bd A 58% 3 60 0 0.61% 3.89%
Intermediate-Term Bond PDBAX Prudential Total Return Bond A 58% 3 60 0 1.01% 4.06%
Multisector Bond LSBRX Loomis Sayles Bond Retail 55% 3 60 0 1.15% 5.41%
Multisector Bond BASIX BlackRock Strategic Inc Opps Inv A 42% 3 60 0 0.99% 4.57%
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N 33% 3 60 0 0.73% 4.8%
Multisector Bond PONAX PIMCO Income A 12% 3 60 0 0.51% 5.35%
Average Expense Ratio: 0.74%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.1% 2.1% 1.9% 0.4% 1.1% 2.3%

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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% 4.1% -0.1% -0.9% 1.1% 2.1%

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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 0.0% 4.7% 2.9% 1.9% 2.3% 3.2%

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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
The plan consists of 10 funds. It covers 1 major asset classes and 2 minor asset classes. The major asset classes it covers are Fixed Income.

This is an application to Etrade All Star Funds. All of funds have a 90 day minimum holding period,  which is the default option.



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