MyPlanIQ Major Brokerage Investor Schwab Six Core Mutual Funds

Schwab Six Core Mutual Funds

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Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PETDX PIMCO Real Estate Real Return Strategy D
REAL ESTATE CSRSX Cohen & Steers Realty Shares
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
DIVERSIFIED EMERGING MKTS SSEMX SSgA Emerging Markets Instl
INTERNATIONAL EQUITY
Foreign Large Blend PIPDX PIMCO International StocksPLUS TR Str D
Foreign Large Blend SWISX Schwab International Index
Foreign Large Blend PPUDX PIMCO Intl StkPLUS TR Strat (Unhedged) D
COMMODITIES
COMMODITIES BROAD BASKET PCRRX PIMCO Commodity Real Ret Strat Admin
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Intermediate-Term Bond TGMNX TCW Total Return Bond N
Intermediate-Term Bond PTTDX PIMCO Total Return D
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PETDX PIMCO Real Estate Real Return Strategy D
REAL ESTATE CSRSX Cohen & Steers Realty Shares
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A
DIVERSIFIED EMERGING MKTS SSEMX SSgA Emerging Markets Instl
INTERNATIONAL EQUITY
Foreign Large Blend PIPDX PIMCO International StocksPLUS TR Str D
Foreign Large Blend SWISX Schwab International Index
Foreign Large Blend PPUDX PIMCO Intl StkPLUS TR Strat (Unhedged) D
COMMODITIES
COMMODITIES BROAD BASKET PCRRX PIMCO Commodity Real Ret Strat Admin
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Intermediate-Term Bond TGMNX TCW Total Return Bond N
Intermediate-Term Bond PTTDX PIMCO Total Return D
Intermediate-Term Bond PBDDX PIMCO Investment Grade Corp Bd D
Multisector Bond LSBRX Loomis Sayles Bond Retail
Multisector Bond PONDX PIMCO Income D
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N
Intermediate-Term Bond WABRX Western Asset Core Bond R
US EQUITY
SMALL BLEND SWSSX Schwab Small Cap Index
LARGE BLEND SWPPX Schwab S&P 500 Index
LARGE BLEND SWTSX Schwab Total Stock Market Index
LARGE BLEND PSPDX PIMCO StocksPLUS D
Total Available Funds: 20
  • 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 PETDX PIMCO Real Estate Real Return Strategy D 99% 3 60 0 1.14% 0.71%
REAL ESTATE CSRSX Cohen & Steers Realty Shares 76% 3 60 0 0.88% 2.09%
Emerging Market
DIVERSIFIED EMERGING MKTS ODMAX Oppenheimer Developing Markets A 65% 3 60 0 0.84% 0.54%
DIVERSIFIED EMERGING MKTS SSEMX SSgA Emerging Markets Instl 0% 3 60 0 1.2% 2.72%
INTERNATIONAL EQUITY
Foreign Large Blend PIPDX PIMCO International StocksPLUS TR Str D 99% 3 60 0 1.15% 7.6%
Foreign Large Blend SWISX Schwab International Index 87% 3 60 0 0.06% 0%
Foreign Large Blend PPUDX PIMCO Intl StkPLUS TR Strat (Unhedged) D 6% 3 60 0 1.04% 1.93%
COMMODITIES
COMMODITIES BROAD BASKET PCRRX PIMCO Commodity Real Ret Strat Admin 76% 3 60 0 1.14% 5.08%
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M 88% 3 60 0 0.52% 4.08%
Intermediate-Term Bond TGMNX TCW Total Return Bond N 66% 3 60 0 0.7% 5.84%
Intermediate-Term Bond PTTDX PIMCO Total Return D 65% 3 60 0 0.75% 4.84%
Intermediate-Term Bond PBDDX PIMCO Investment Grade Corp Bd D 58% 3 60 0 0.9% 3.76%
Multisector Bond LSBRX Loomis Sayles Bond Retail 55% 3 60 0 1.15% 5.79%
Multisector Bond PONDX PIMCO Income D 40% 3 60 0 0.77% 6.83%
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%
US EQUITY
SMALL BLEND SWSSX Schwab Small Cap Index 81% 3 60 0 0.04% 1.52%
LARGE BLEND SWPPX Schwab S&P 500 Index 79% 3 60 0 0.02% 1.34%
LARGE BLEND SWTSX Schwab Total Stock Market Index 42% 3 60 0 0.03% 1.32%
LARGE BLEND PSPDX PIMCO StocksPLUS D 41% 3 60 0 0.9% 1.69%
Average Expense Ratio: 0.72%
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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 1.6% 7.0% 8.5% 8.7% 6.5% 9.4%

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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*
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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 20 funds. It covers 6 major asset classes and 8 minor asset classes. The major asset classes it covers are REITs, Fixed Income, Emerging Market Equity, Commodity, Foreign Equity and US Equity.
Select one or two core index funds for each asset class. 


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