MyPlanIQ Major Brokerage Investor Schwab MultiSector Bond Plan

Schwab MultiSector Bond Plan

This Plan is unrated.
Investment Options
Total Available Funds: 28
Asset Class Ticker Description Rating
FIXED INCOME
Multisector Bond SIRIX Sierra Core Retirement I
Multisector Bond ANGLX Angel Oak Multi-Strategy Income A
Multisector Bond ETSIX Eaton Vance Strategic Income A
Total Available Funds: 28
Asset Class Ticker Description Rating
FIXED INCOME
Multisector Bond SIRIX Sierra Core Retirement I
Multisector Bond ANGLX Angel Oak Multi-Strategy Income A
Multisector Bond ETSIX Eaton Vance Strategic Income A
Multisector Bond PSRAX Pioneer Strategic Income A
Multisector Bond STIAX Federated Strategic Income A
Multisector Bond LSBRX Loomis Sayles Bond Retail
Multisector Bond PDINX Putnam Diversified Income A
Multisector Bond HFAAX Henderson Strategic Income A
Multisector Bond PONDX PIMCO Income D
Multisector Bond RNDLX RiverNorth Doubleline Strategic Inc R
Multisector Bond FRSAX Federated Floating Rate Strat Inc A
Multisector Bond PTIAX Performance Trust Total Return Bond
Multisector Bond NSTAX Neuberger Berman Strategic Income A
Multisector Bond PKCBX Payden/Kravitz Cash Balance Plan Adviser
Multisector Bond RGCSX Russell Global Opportunistic Credit S
Multisector Bond CSOAX Credit Suisse Strategic Income A
Multisector Bond RSIVX RiverPark Strategic Income Retail
Multisector Bond RNOTX RiverNorth/Oaktree High Income R
Multisector Bond WGMFX Western Asset Global Multi Sector FI
Multisector Bond PDVDX PIMCO Diversified Inc D
Multisector Bond JSIAX JPMorgan Multi-Sector Income A
Multisector Bond JURTX Janus Real Return Allocation T
Multisector Bond EVBAX Eaton Vance Bond A
Multisector Bond KSTAX DWS Unconstrained Income A
Multisector Bond CLINX Croft Income
Multisector Bond CAMBX Cincinnati AMFs Broad Market Strat Inc
Multisector Bond BCFAX Brandes Credit Focus Yield A
Multisector Bond CLFLX AdvisorOne Flexible Income N
Total Available Funds: 28
  • 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
Multisector Bond SIRIX Sierra Core Retirement I 88% 3 60 0 2.09% 2.66%
Multisector Bond ANGLX Angel Oak Multi-Strategy Income A 87% 3 60 0 2.54% 5.67%
Multisector Bond ETSIX Eaton Vance Strategic Income A 69% 3 60 0 1.12% 6.97%
Multisector Bond PSRAX Pioneer Strategic Income A 66% 3 60 0 0.59% 3.46%
Multisector Bond STIAX Federated Strategic Income A 61% 3 60 0 1.73% 4.59%
Multisector Bond LSBRX Loomis Sayles Bond Retail 55% 3 60 0 1.15% 5.79%
Multisector Bond PDINX Putnam Diversified Income A 47% 3 60 0 1.76% 5.78%
Multisector Bond HFAAX Henderson Strategic Income A 44% 3 60 0 1.07% 9.12%
Multisector Bond PONDX PIMCO Income D 40% 3 60 0 0.77% 6.83%
Multisector Bond RNDLX RiverNorth Doubleline Strategic Inc R 36% 3 60 0 1.28% 5.4%
Multisector Bond FRSAX Federated Floating Rate Strat Inc A 35% 3 60 0 0.98% 6.67%
Multisector Bond PTIAX Performance Trust Total Return Bond 27% 3 60 0 0.95% 3.38%
Multisector Bond NSTAX Neuberger Berman Strategic Income A 20% 3 60 0 0.5% 5.03%
Multisector Bond PKCBX Payden/Kravitz Cash Balance Plan Adviser 20% 3 60 0 1.2% 1.79%
Multisector Bond RGCSX Russell Global Opportunistic Credit S 18% 3 60 0 0.72% 2.99%
Multisector Bond CSOAX Credit Suisse Strategic Income A 5% 3 60 0 1.8% 7.81%
Multisector Bond RSIVX RiverPark Strategic Income Retail 4% 3 60 0 1.09% 7.47%
Multisector Bond RNOTX RiverNorth/Oaktree High Income R 4% 3 60 0 1.44% 5.59%
Multisector Bond WGMFX Western Asset Global Multi Sector FI 0% 3 60 0 1.2% 3.44%
Multisector Bond PDVDX PIMCO Diversified Inc D 0% 3 60 0 1.15% 4.22%
Multisector Bond JSIAX JPMorgan Multi-Sector Income A 0% 3 60 0 1.04% NA
Multisector Bond JURTX Janus Real Return Allocation T 0% 3 60 0 1.01% 2.83%
Multisector Bond EVBAX Eaton Vance Bond A 0% 3 60 0 0.95% 4.38%
Multisector Bond KSTAX DWS Unconstrained Income A 0% 3 60 0 1.13% 3.06%
Multisector Bond CLINX Croft Income 0% 3 60 0 1.14% 1.59%
Multisector Bond CAMBX Cincinnati AMFs Broad Market Strat Inc 0% 3 60 0 0.65% 3.05%
Multisector Bond BCFAX Brandes Credit Focus Yield A 0% 3 60 0 0.95% 2.5%
Multisector Bond CLFLX AdvisorOne Flexible Income N 0% 3 60 0 1.22% 0%
Average Expense Ratio: 1.19%
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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 28 funds. It covers 1 major asset classes and 1 minor asset classes. The major asset classes it covers are Fixed Income.

All funds have a 90 day minimum holding period,  which is the default option.



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