MyPlanIQ Major Brokerage Investor Blackrock No Load Mutual Funds

Blackrock No Load Mutual Funds

This Plan is unrated.
Investment Options
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MDIIX BlackRock International Index Inv A
WORLD STOCK MGCSX Managed Account Global SmallCap
Foreign Large Blend BRESX BlackRock International Opp Svc
Others
Moderate Allocation PCBSX BlackRock Managed Volatility Svc
US EQUITY
LARGE BLEND STSEX BlackRock Exchange BlackRock
Mid-Cap Growth CMGSX BlackRock Mid-Cap Growth Equity Svc
LARGE VALUE MSDVX BlackRock Equity Dividend S
FIXED INCOME
High Yield Bond BHYSX BlackRock High Yield Bond Svc
Intermediate-Term Bond MSHQX BlackRock Total Return Service
Intermediate-Term Bond BMOAX BlackRock Bond Index Investor A
Total Available Funds: 25
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend MDIIX BlackRock International Index Inv A
WORLD STOCK MGCSX Managed Account Global SmallCap
Foreign Large Blend BRESX BlackRock International Opp Svc
Others
Moderate Allocation PCBSX BlackRock Managed Volatility Svc
US EQUITY
LARGE BLEND STSEX BlackRock Exchange BlackRock
Mid-Cap Growth CMGSX BlackRock Mid-Cap Growth Equity Svc
LARGE VALUE MSDVX BlackRock Equity Dividend S
LARGE BLEND BSPSX BlackRock S&P 500 Stock Service
Small Growth PCGEX BlackRock Small Cap Growth Equity Svc
LARGE VALUE MSLVX BlackRock Large Cap Value S
LARGE BLEND MSLRX BlackRock Large Cap Core Svc
LARGE GROWTH MSLHX BlackRock Large Cap Growth S
MID-CAP VALUE MMCVX Managed Account Mid Cap Value Opp
MID-CAP VALUE CMVSX BlackRock Mid-Cap Value Equity Svc
Mid-Cap Growth BMCSX BlackRock US Opportunities Svc
FIXED INCOME
High Yield Bond BHYSX BlackRock High Yield Bond Svc
Intermediate-Term Bond MSHQX BlackRock Total Return Service
Intermediate-Term Bond BMOAX BlackRock Bond Index Investor A
Muni National Long BNMSX BlackRock National Municipal Service
Intermediate Government PIGSX BlackRock US Government Bond Svc
Short-Term Bond CMGBX BlackRock Low Duration Bd Svc
Intermediate-Term Bond CMCBX BlackRock Core Bond Service
WORLD BOND CIFIX BlackRock Intl Bond Svc
Inflation-Protected Bond BPRSX BlackRock Inflation Protected Bond Svc
Intermediate Government BGPSX BlackRock GNMA Svc
Total Available Funds: 25
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend MDIIX BlackRock International Index Inv A 43% 3 60 0 0.34% 3.02%
WORLD STOCK MGCSX Managed Account Global SmallCap 0% 3 60 0 0% 0%
Foreign Large Blend BRESX BlackRock International Opp Svc 0% 3 60 0 1.09% 1.34%
Others
Moderate Allocation PCBSX BlackRock Managed Volatility Svc 97% 3 60 0 1.14% 11.06%
US EQUITY
LARGE BLEND STSEX BlackRock Exchange BlackRock 87% 3 60 0 0.77% 0.99%
Mid-Cap Growth CMGSX BlackRock Mid-Cap Growth Equity Svc 81% 3 60 0 1.05% 0%
LARGE VALUE MSDVX BlackRock Equity Dividend S 24% 3 60 0 1% 6.94%
LARGE BLEND BSPSX BlackRock S&P 500 Stock Service 2% 3 60 0 0.03% 1.35%
Small Growth PCGEX BlackRock Small Cap Growth Equity Svc 0% 3 60 0 0.75% 0%
LARGE VALUE MSLVX BlackRock Large Cap Value S 0% 3 60 0 0.79% 1.25%
LARGE BLEND MSLRX BlackRock Large Cap Core Svc 0% 3 60 0 0.73% 0.72%
LARGE GROWTH MSLHX BlackRock Large Cap Growth S 0% 3 60 0 0.92% 0%
MID-CAP VALUE MMCVX Managed Account Mid Cap Value Opp 0% 3 60 0 0% 0%
MID-CAP VALUE CMVSX BlackRock Mid-Cap Value Equity Svc 0% 3 60 0 0.87% 0.05%
Mid-Cap Growth BMCSX BlackRock US Opportunities Svc 0% 3 60 0 1.1% 5.93%
FIXED INCOME
High Yield Bond BHYSX BlackRock High Yield Bond Svc 90% 3 60 0 0.93% 4.84%
Intermediate-Term Bond MSHQX BlackRock Total Return Service 34% 3 60 0 0.6% 3.76%
Intermediate-Term Bond BMOAX BlackRock Bond Index Investor A 12% 3 60 0 0.35% 2.61%
Muni National Long BNMSX BlackRock National Municipal Service 7% 3 60 0 0.41% 2.96%
Intermediate Government PIGSX BlackRock US Government Bond Svc 0% 3 60 0 0.82% 1.4%
Short-Term Bond CMGBX BlackRock Low Duration Bd Svc 0% 3 60 0 0.67% 1.32%
Intermediate-Term Bond CMCBX BlackRock Core Bond Service 0% 3 60 0 0.7% 1.48%
WORLD BOND CIFIX BlackRock Intl Bond Svc 0% 3 60 0 1.05% 1.56%
Inflation-Protected Bond BPRSX BlackRock Inflation Protected Bond Svc 0% 3 60 0 0.69% 2.73%
Intermediate Government BGPSX BlackRock GNMA Svc 0% 3 60 0 0.73% 2.21%
Average Expense Ratio: 0.7%
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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 13.6% 15.2% 4.5% 2.7% 4.7% 4.8%

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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 25 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are Fixed Income, US Equity and Foreign Equity.

This plan is best used for accounts in Blackrock and it only uses no load Blackrock  mutual funds that have only no more than $5000 minimum investment requirement. 



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