MyPlanIQ Major Brokerage Investor Merrill Edge No Load (Load Waived) NTF Muni High Yield Bond Funds Plan

Merrill Edge No Load (Load Waived) NTF Muni High Yield Bond Funds Plan

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Investment Options
Total Available Funds: 10
Asset Class Ticker Description Rating
FIXED INCOME
High Yield Muni NHMAX Nuveen High Yield Municipal Bond A
High Yield Muni ETHYX Eaton Vance High-Yield Municipal Inc A
High Yield Muni MDYHX BlackRock High Yield Municipal Inv A
Total Available Funds: 10
Asset Class Ticker Description Rating
FIXED INCOME
High Yield Muni NHMAX Nuveen High Yield Municipal Bond A
High Yield Muni ETHYX Eaton Vance High-Yield Municipal Inc A
High Yield Muni MDYHX BlackRock High Yield Municipal Inv A
High Yield Muni JHTFX JHancock High-Yield Muni Bond A
High Yield Muni ABHYX American Century High-Yield Muni Inv
High Yield Muni ABTHX AllianceBern High Income Municipal A
High Yield Muni LHIAX Columbia High Yield Municipal A
High Yield Muni GWMNX Managers AMG GW&K Muni Enhanced Yld Inv
High Yield Muni NHYMX Northern High Yield Muni
High Yield Muni CXHYX Delaware National Hi-Yld Muni Bd A
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 Muni NHMAX Nuveen High Yield Municipal Bond A 81% 3 60 0 0.72% 5.13%
High Yield Muni ETHYX Eaton Vance High-Yield Municipal Inc A 75% 3 60 0 0.09% 4.19%
High Yield Muni MDYHX BlackRock High Yield Municipal Inv A 72% 3 60 0 0.85% 3.95%
High Yield Muni JHTFX JHancock High-Yield Muni Bond A 65% 3 60 0 0.77% 4.5%
High Yield Muni ABHYX American Century High-Yield Muni Inv 62% 3 60 0 1.59% 4.16%
High Yield Muni ABTHX AllianceBern High Income Municipal A 39% 3 60 0 1.6% 3.86%
High Yield Muni LHIAX Columbia High Yield Municipal A 32% 3 60 0 0.63% 4.29%
High Yield Muni GWMNX Managers AMG GW&K Muni Enhanced Yld Inv 20% 3 60 0 0.64% 2.82%
High Yield Muni NHYMX Northern High Yield Muni 10% 3 60 0 0.59% 4.57%
High Yield Muni CXHYX Delaware National Hi-Yld Muni Bd A 2% 3 60 0 1.6% 4.65%
Average Expense Ratio: 0.91%
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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% 3.8% 2.4% 1.6% 1.1% 2.1%

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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 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 (or load waived) and NTF. All funds are subject to a 90 days minimum holding period, set by Merrill Edge.


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