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

TDAmeritrade No Load NTF High Yield Bond Funds Plan

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Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
FIXED INCOME
High Yield Bond RYHGX Rydex High Yield Strategy H
High Yield Bond JAHYX Janus High-Yield T
High Yield Bond BUFHX Buffalo High-Yield
Total Available Funds: 32
Asset Class Ticker Description Rating
FIXED INCOME
High Yield Bond RYHGX Rydex High Yield Strategy H
High Yield Bond JAHYX Janus High-Yield T
High Yield Bond BUFHX Buffalo High-Yield
High Yield Bond NHFIX Northern High Yield Fixed Income
High Yield Bond USHYX USAA High Income
High Yield Bond WTLTX Westcore Flexible Income
High Yield Bond TIYRX TIAA-CREF High-Yield Retail
High Yield Bond MWHYX Metropolitan West High Yield Bond M
High Yield Bond BJBHX Artio Global High Income A
High Yield Bond PAXHX Pax World High Yield Bond Individual Inv
High Yield Bond TGHNX TCW High-Yield Bond N
High Yield Bond LZHOX Lazard US High Yield Open
High Yield Bond NMHYX Northern Multi-Manager Hi Yld Opp
High Yield Bond RIMOX Rochdale Fixed Income Opportunities
High Yield Bond MNHYX Manning & Napier High Yield Bond
High Yield Bond TFCVX Third Avenue Focused Credit Investor
High Yield Bond STHYX Wells Fargo Advantage High Income Inv
High Yield Bond STHBX Wells Fargo Advantage S/T Hi-Yld Bd Inv
High Yield Bond SSHYX SSgA High Yield Bond Instl
High Yield Bond PHYDX PIMCO High Yield D
High Yield Bond PHSDX PIMCO High Yield Spectrum D
High Yield Bond NNHIX Nicholas High Income N
High Yield Bond MHHAX Managers High Yield A
High Yield Bond MHBYX BMO Monegy High Yield Bond Y
High Yield Bond ICMYX Intrepid Income
High Yield Bond HYFIX Harbor High-Yield Bond Inv
High Yield Bond CHBAX CNI Charter High Yield Bond N
High Yield Bond AYBDX Allianz AGIC High Yield Bond D
High Yield Bond ASHDX Allianz RCM Short Duration High Inc D
High Yield Bond AHYPX American Beacon High Yld Bd Inv
High Yield Bond AHBIX Forward High Yield Bond Investor
High Yield Bond ACSAX Avenue Credit Strategies Investor
Total Available Funds: 32
  • 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 RYHGX Rydex High Yield Strategy H 93% 6 60 0 1.57% 4.37%
High Yield Bond JAHYX Janus High-Yield T 90% 6 60 0 0.98% 6.17%
High Yield Bond BUFHX Buffalo High-Yield 87% 6 60 0 1.03% 6.67%
High Yield Bond NHFIX Northern High Yield Fixed Income 85% 6 60 0 0.6% 5.59%
High Yield Bond USHYX USAA High Income 84% 6 60 0 0.57% 6.95%
High Yield Bond WTLTX Westcore Flexible Income 83% 6 60 0 0.7% 4.26%
High Yield Bond TIYRX TIAA-CREF High-Yield Retail 79% 6 60 0 0.66% 5.34%
High Yield Bond MWHYX Metropolitan West High Yield Bond M 66% 6 60 0 0.6% 6.15%
High Yield Bond BJBHX Artio Global High Income A 66% 6 60 0 1.03% 7.16%
High Yield Bond PAXHX Pax World High Yield Bond Individual Inv 64% 6 60 0 0.67% 5.47%
High Yield Bond TGHNX TCW High-Yield Bond N 54% 6 60 0 0.8% 5.87%
High Yield Bond LZHOX Lazard US High Yield Open 51% 6 60 0 0.84% 4.03%
High Yield Bond NMHYX Northern Multi-Manager Hi Yld Opp 15% 6 60 0 0.87% 6.24%
High Yield Bond RIMOX Rochdale Fixed Income Opportunities 14% 6 60 0 1.11% 8.65%
High Yield Bond MNHYX Manning & Napier High Yield Bond 9% 6 60 0 0.51% 6.74%
High Yield Bond TFCVX Third Avenue Focused Credit Investor 0% 6 60 0 1.13% 0%
High Yield Bond STHYX Wells Fargo Advantage High Income Inv 0% 6 60 0 0.6% 3.58%
High Yield Bond STHBX Wells Fargo Advantage S/T Hi-Yld Bd Inv 0% 6 60 0 0.85% 0%
High Yield Bond SSHYX SSgA High Yield Bond Instl 0% 6 60 0 0.74% 5.49%
High Yield Bond PHYDX PIMCO High Yield D 0% 6 60 0 0.9% 4.46%
High Yield Bond PHSDX PIMCO High Yield Spectrum D 0% 6 60 0 0.9% 4.96%
High Yield Bond NNHIX Nicholas High Income N 0% 6 60 0 0.94% 4.2%
High Yield Bond MHHAX Managers High Yield A 0% 6 60 0 1.16% 1.64%
High Yield Bond MHBYX BMO Monegy High Yield Bond Y 0% 6 60 0 0.9% 4.8%
High Yield Bond ICMYX Intrepid Income 0% 6 60 0 1.15% 5.01%
High Yield Bond HYFIX Harbor High-Yield Bond Inv 0% 6 60 0 0.9% 1.63%
High Yield Bond CHBAX CNI Charter High Yield Bond N 0% 6 60 0 1.54% 4.5%
High Yield Bond AYBDX Allianz AGIC High Yield Bond D 0% 6 60 0 1% 6.35%
High Yield Bond ASHDX Allianz RCM Short Duration High Inc D 0% 6 60 0 0.95% 4.04%
High Yield Bond AHYPX American Beacon High Yld Bd Inv 0% 6 60 0 1.1% 0.17%
High Yield Bond AHBIX Forward High Yield Bond Investor 0% 6 60 0 1.22% 0%
High Yield Bond ACSAX Avenue Credit Strategies Investor 0% 6 60 0 1.75% 6.91%
Average Expense Ratio: 0.95%
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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 1.2% 3.8% 2.3% 1.6% 1.1% 2.4%

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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.


Description
The plan consists of 32 funds. It covers 1 major asset classes and 1 minor asset classes. The major asset classes it covers are Fixed Income.
This plan consists of a list of High Yield Bond Funds which are no load and NTF. All funds are subject to a 180 days minimum holding period, set by TDAmeritrade. 


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