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

Schwab Selected No Load NTF High Yield Bond Funds Plan

This Plan is unrated.
Investment Options
Total Available Funds: 40
Asset Class Ticker Description Rating
FIXED INCOME
High Yield Bond FHYTX Federated High-Yield Svc
High Yield Bond TAHYX Pioneer High Yield A
Intermediate Government CPTNX American Century Government Bond Inv
Total Available Funds: 40
Asset Class Ticker Description Rating
FIXED INCOME
High Yield Bond FHYTX Federated High-Yield Svc
High Yield Bond TAHYX Pioneer High Yield A
Intermediate Government CPTNX American Century Government Bond Inv
High Yield Bond JAHYX Janus High-Yield T
High Yield Bond PYHRX Payden High Income
High Yield Bond BUFHX Buffalo High-Yield
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
Inflation-Protected Bond SWRSX Schwab Treasury Inflation Protected Secs
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 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 KHYAX DWS High Income A
High Yield Bond IHYAX ING High Yield Bond A
High Yield Bond CYBAX Calvert 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
Intermediate Government SWGSX Schwab GNMA
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 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 NHSAX Neuberger Berman Short Dur Hi Inc A
High Yield Bond HYFIX Harbor High-Yield Bond Inv
High Yield Bond DSIAX Diamond Hill Strategic Income A
High Yield Bond ASHDX Allianz RCM Short Duration High Inc D
High Yield Bond AYBDX Allianz AGIC High Yield Bond D
Total Available Funds: 40
  • 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% 4.48%
High Yield Bond TAHYX Pioneer High Yield A 94% 3 60 0 1.61% 6.02%
Intermediate Government CPTNX American Century Government Bond Inv 94% 3 60 0 0.36% 3.7%
High Yield Bond JAHYX Janus High-Yield T 90% 3 60 0 0.98% 6.17%
High Yield Bond PYHRX Payden High Income 90% 3 60 0 0.85% 6.63%
High Yield Bond BUFHX Buffalo High-Yield 87% 3 60 0 1.03% 6.67%
High Yield Bond TIYRX TIAA-CREF High-Yield Retail 79% 3 60 0 0.66% 5.34%
High Yield Bond OHYFX JPMorgan High Yield Select 76% 3 60 0 0.9% 6.41%
High Yield Bond HYINX Invesco High Yield Investor 76% 3 60 0 1.04% 5.76%
Inflation-Protected Bond SWRSX Schwab Treasury Inflation Protected Secs 67% 3 60 0 0.05% 2.23%
High Yield Bond NHINX Neuberger Berman High Inc Bond Inv 67% 3 60 0 0.61% 6.49%
High Yield Bond MWHYX Metropolitan West High Yield Bond M 66% 3 60 0 0.6% 6.15%
High Yield Bond CPHYX Principal High Yield A 65% 3 60 0 0.52% 5.17%
High Yield Bond PAXHX Pax World High Yield Bond Individual Inv 64% 3 60 0 0.67% 5.47%
High Yield Bond SIHAX Guggenheim High Yield A 64% 3 60 0 0.75% 5.99%
High Yield Bond PHYIX Putnam High Yield Advantage A 61% 3 60 0 1.79% 4.54%
High Yield Bond PAHIX T. Rowe Price High-Yield Adv 59% 3 60 0 0.6% 6.03%
High Yield Bond DPLTX Dreyfus High Yld A 55% 3 60 0 0.95% 6.5%
High Yield Bond TGHNX TCW High-Yield Bond N 54% 3 60 0 0.8% 5.87%
High Yield Bond CHYDX Calamos High Income A 53% 3 60 0 1% 6.18%
High Yield Bond KHYAX DWS High Income A 42% 3 60 0 0.71% 4.77%
High Yield Bond IHYAX ING High Yield Bond A 39% 3 60 0 0.79% 5.33%
High Yield Bond CYBAX Calvert High Yield Bond A 23% 3 60 0 1.02% 4.64%
High Yield Bond HWHAX Hotchkis and Wiley High Yield A 12% 3 60 0 0.6% 5.1%
High Yield Bond MNHYX Manning & Napier High Yield Bond 9% 3 60 0 0.51% 6.74%
High Yield Bond NCOAX Nuveen Symphony Credit Opportunities A 9% 3 60 0 0.62% 6.49%
Intermediate Government SWGSX Schwab GNMA 0% 3 60 0 0.55% 2.66%
High Yield Bond STHBX Wells Fargo Advantage S/T Hi-Yld Bd Inv 0% 3 60 0 0.85% 0%
High Yield Bond STHYX Wells Fargo Advantage High Income Inv 0% 3 60 0 0.6% 3.58%
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% 5.49%
High Yield Bond PHIGX Putnam High Yield A 0% 3 60 0 1% 1.92%
High Yield Bond PHSDX PIMCO High Yield Spectrum D 0% 3 60 0 0.9% 4.96%
High Yield Bond PHYDX PIMCO High Yield D 0% 3 60 0 0.9% 4.46%
High Yield Bond NSYAX Nuveen Symphony High Yield Bond A 0% 3 60 0 NA 5.93%
High Yield Bond NHSAX Neuberger Berman Short Dur Hi Inc A 0% 3 60 0 1.13% 3.69%
High Yield Bond HYFIX Harbor High-Yield Bond Inv 0% 3 60 0 0.9% 1.63%
High Yield Bond DSIAX Diamond Hill Strategic Income A 0% 3 60 0 0.92% 5.19%
High Yield Bond ASHDX Allianz RCM Short Duration High Inc D 0% 3 60 0 0.95% 4.04%
High Yield Bond AYBDX Allianz AGIC High Yield Bond D 0% 3 60 0 1% 6.35%
Average Expense Ratio: 0.84%
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Model Portfolios

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*
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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 40 funds. It covers 1 major asset classes and 3 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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