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

Fidelity No Load NTF High Yield Bond Funds Plan

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Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
FIXED INCOME
High Yield Bond SPHIX Fidelity High Income
High Yield Bond FAGIX Fidelity Capital & Income
Intermediate Government FGMNX Fidelity GNMA Fund
Total Available Funds: 10
Asset Class Ticker Description Rating
FIXED INCOME
High Yield Bond SPHIX Fidelity High Income
High Yield Bond FAGIX Fidelity Capital & Income
Intermediate Government FGMNX Fidelity GNMA Fund
High Yield Bond FHIIX Federated High-Income Bond A
High Yield Bond SHIAX Legg Mason WA High Income A
High Yield Bond BHYAX BlackRock High Yield Bond Inv A
High Yield Bond EVIBX Eaton Vance Income Fund of Boston A
High Yield Bond ETHIX Eaton Vance High Income Opportunities A
Intermediate Government FIBAX Fidelity Spartan Interm Trs Bd Idx Advtg
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond
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
High Yield Bond SPHIX Fidelity High Income 92% 3 60 0 1.16% 4.08%
High Yield Bond FAGIX Fidelity Capital & Income 91% 3 60 0 0.93% 4.03%
Intermediate Government FGMNX Fidelity GNMA Fund 87% 1 60 0 0.45% 2.87%
High Yield Bond FHIIX Federated High-Income Bond A 60% 3 60 0 0.9% 5.56%
High Yield Bond SHIAX Legg Mason WA High Income A 51% 3 60 0 1.4% 7.91%
High Yield Bond BHYAX BlackRock High Yield Bond Inv A 50% 3 60 0 0.51% 5.31%
High Yield Bond EVIBX Eaton Vance Income Fund of Boston A 50% 3 60 0 0.66% 5.56%
High Yield Bond ETHIX Eaton Vance High Income Opportunities A 38% 3 60 0 1.66% 5.68%
Intermediate Government FIBAX Fidelity Spartan Interm Trs Bd Idx Advtg 0% 1 60 0 0.07% 2.17%
Inflation-Protected Bond FINPX Fidelity Inflation-Protected Bond 0% 1 60 0 0.45% 5.61%
Average Expense Ratio: 0.82%
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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 1.5% 4.1% 2.3% 2.4% 1.9% 4.0%

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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 3 minor asset classes. The major asset classes it covers are Fixed Income.
This plan consists of a handful of Fidelity Fund Pick High Yield Bond Funds which are NTF (that means no load also). All funds are set to have a 90 days minimum holding period.


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