MyPlanIQ Schwab Bond Funds

Schwab Bond Funds

This Plan is unrated.
Investment Options
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FFSLX FFSLX
Others
Nontraditional Bond MWSTX MWSTX
ROOT CASH CASH
FIXED INCOME
Intermediate-Term Bond MWTRX MWTRX
Intermediate-Term Bond TGMNX TGMNX
Intermediate-Term Bond PBDDX PBDDX
Total Available Funds: 16
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE FFSLX FFSLX
Others
Nontraditional Bond MWSTX MWSTX
ROOT CASH CASH
FIXED INCOME
Intermediate-Term Bond MWTRX MWTRX
Intermediate-Term Bond TGMNX TGMNX
Intermediate-Term Bond PBDDX PBDDX
Multisector Bond LSBRX LSBRX
Multisector Bond NEFZX NEFZX
Intermediate-Term Bond LAGVX LAGVX
Multisector Bond PONDX PONDX
Multisector Bond RNDLX RNDLX
Intermediate-Term Bond DLTNX DLTNX
Multisector Bond PTIAX PTIAX
Bank Loan LSFAX LSFAX
Long-Term Bond PYACX PYACX
Inflation-Protected Bond PRRDX PRRDX
Total Available Funds: 16
  • 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
REAL ESTATE
REAL ESTATE FFSLX FFSLX 0% 90 60 0 1.05% 0%
Others
Nontraditional Bond MWSTX MWSTX 72% 90 60 0 0.8% 7.57%
ROOT CASH CASH 0% 90 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond MWTRX MWTRX 88% 90 60 0 0.52% 4.08%
Intermediate-Term Bond TGMNX TGMNX 66% 90 60 0 0.7% 5.84%
Intermediate-Term Bond PBDDX PBDDX 58% 90 60 0 0.9% 3.76%
Multisector Bond LSBRX LSBRX 55% 90 60 0 1.15% 5.79%
Multisector Bond NEFZX NEFZX 53% 90 60 0 0.94% 7.28%
Intermediate-Term Bond LAGVX LAGVX 53% 90 60 0 0.47% 3.63%
Multisector Bond PONDX PONDX 40% 90 60 0 0.77% 6.83%
Multisector Bond RNDLX RNDLX 36% 90 60 0 1.28% 5.4%
Intermediate-Term Bond DLTNX DLTNX 32% 90 60 0 0.73% 4.01%
Multisector Bond PTIAX PTIAX 27% 90 60 0 0.95% 3.38%
Bank Loan LSFAX LSFAX 26% 90 60 0 0.75% 8.85%
Long-Term Bond PYACX PYACX 13% 90 60 0 0.66% 3.79%
Inflation-Protected Bond PRRDX PRRDX 0% 90 60 0 0.85% 2.18%
Average Expense Ratio: 0.83%
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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
This plan consists of 16 funds, some of them are: DLTNX, TGMNX, MWTRX, PONDX, LSBRX, PBDDX.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.