MyPlanIQ Major Brokerage Investor Schwab Core Mutual Funds

Schwab Core Mutual Funds

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TCREX TIAA-CREF Real Estate Sec Retail
Emerging Market
DIVERSIFIED EMERGING MKTS TEQKX TIAA-CREF Emerging Markets Eq Idx Retail
INTERNATIONAL EQUITY
Foreign Large Blend SWISX Schwab International Index
FIXED INCOME
Intermediate Government IEI iShares 3-7 Year Treasury Bond
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Intermediate-Term Bond PDBZX Prudential Total Return Bond Z
US EQUITY
LARGE BLEND SWPPX Schwab S&P 500 Index
Total Available Funds: 14
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE TCREX TIAA-CREF Real Estate Sec Retail
Emerging Market
DIVERSIFIED EMERGING MKTS TEQKX TIAA-CREF Emerging Markets Eq Idx Retail
INTERNATIONAL EQUITY
Foreign Large Blend SWISX Schwab International Index
FIXED INCOME
Intermediate Government IEI iShares 3-7 Year Treasury Bond
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Intermediate-Term Bond PDBZX Prudential Total Return Bond Z
Intermediate-Term Bond TGMNX TCW Total Return Bond N
Intermediate-Term Bond PTTAX PIMCO Total Return A
Intermediate-Term Bond PBDAX PIMCO Investment Grade Corp Bd A
Multisector Bond LSBRX Loomis Sayles Bond Retail
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N
Intermediate-Term Bond WABRX Western Asset Core Bond R
Multisector Bond PONAX PIMCO Income A
US EQUITY
LARGE BLEND SWPPX Schwab S&P 500 Index
Total Available Funds: 14
  • 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 TCREX TIAA-CREF Real Estate Sec Retail 69% 3 60 0 0.72% 2.49%
Emerging Market
DIVERSIFIED EMERGING MKTS TEQKX TIAA-CREF Emerging Markets Eq Idx Retail 5% 3 60 0 0.33% 2.82%
INTERNATIONAL EQUITY
Foreign Large Blend SWISX Schwab International Index 87% 3 60 0 0.06% 0%
FIXED INCOME
Intermediate Government IEI iShares 3-7 Year Treasury Bond 98% 0 60 0 0.15% 2.48%
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M 88% 3 60 0 0.52% 4.08%
Intermediate-Term Bond PDBZX Prudential Total Return Bond Z 83% 3 60 0 1.01% 5.84%
Intermediate-Term Bond TGMNX TCW Total Return Bond N 66% 3 60 0 0.7% 5.84%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.84%
Intermediate-Term Bond PBDAX PIMCO Investment Grade Corp Bd A 58% 3 60 0 0.61% 3.76%
Multisector Bond LSBRX Loomis Sayles Bond Retail 55% 3 60 0 1.15% 5.79%
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N 32% 3 60 0 0.73% 4.01%
Intermediate-Term Bond WABRX Western Asset Core Bond R 13% 3 60 0 0.42% 3.25%
Multisector Bond PONAX PIMCO Income A 11% 3 60 0 0.51% 6.83%
US EQUITY
LARGE BLEND SWPPX Schwab S&P 500 Index 79% 3 60 0 0.02% 1.34%
Average Expense Ratio: 0.55%
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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 -0.4% 6.8% -0.2% 2.6% 3.6% 7.3%

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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 for Portfolio Details or Follow 0.4% 8.2% -0.2% 4.3% 4.7% 8.3%

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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.


Other Related Portfolios YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*
Schwab Core Mutual Funds Tactical Asset Allocation Most Aggressive -1.2% 11.7% 1.9% 6.6% 2.9%
Schwab Core Mutual Funds Tactical Asset Allocation Most Aggressive 1 -1.2% 11.7% 1.9% 7.2% 3.0%
Description
The plan consists of 14 funds. It covers 5 major asset classes and 7 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, US Equity, REITs and Emerging Market Equity.
Select one or two core index funds for each asset class. 


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