MyPlanIQ Major Brokerage Investor dquintysr_ Total Return Bond Plan Tactical MF ETF MR

dquintysr_ Total Return Bond Plan Tactical MF ETF MR

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Nontraditional Bond BSIIX Bsiix
FIXED INCOME
LONG GOVERNMENT IEF Ief
Intermediate-Term Bond BND Bnd
Short-Term Bond BSV Bsv
Total Available Funds: 17
Asset Class Ticker Description Rating
Others
Nontraditional Bond BSIIX Bsiix
FIXED INCOME
LONG GOVERNMENT IEF Ief
Intermediate-Term Bond BND Bnd
Short-Term Bond BSV Bsv
Intermediate Government IEI Iei
SHORT GOVERNMENT SHY Shy
LONG GOVERNMENT TLT Tlt
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Multisector Bond ANGIX Angix
Intermediate-Term Bond LSIIX Lsiix
LONG GOVERNMENT TLH Tlh
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 PONDX PIMCO Income D
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N
Intermediate-Term Bond BOND Bond
Total Available Funds: 17
  • 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
Others
Nontraditional Bond BSIIX Bsiix 89% 1 60 0 0.99% 4.44%
FIXED INCOME
LONG GOVERNMENT IEF Ief 100% 1 60 0 0.15% 3.76%
Intermediate-Term Bond BND Bnd 99% 1 60 0 0.15% 3.79%
Short-Term Bond BSV Bsv 99% 1 60 0 0.07% 3.67%
Intermediate Government IEI Iei 98% 1 60 0 0.15% 3.36%
SHORT GOVERNMENT SHY Shy 98% 1 60 0 0.15% 4.01%
LONG GOVERNMENT TLT Tlt 91% 1 60 0 0.15% 4.06%
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M 89% 1 60 0 0.52% 4.21%
Multisector Bond ANGIX Angix 86% 1 60 0 2.54% 5.52%
Intermediate-Term Bond LSIIX Lsiix 85% 1 60 0 0.74% 4.53%
LONG GOVERNMENT TLH Tlh 78% 1 60 0 0.15% 4.02%
Intermediate-Term Bond TGMNX TCW Total Return Bond N 66% 1 60 0 0.7% 6.79%
Intermediate-Term Bond PTTDX PIMCO Total Return D 65% 1 60 0 0.75% 4.33%
Intermediate-Term Bond PBDDX PIMCO Investment Grade Corp Bd D 58% 1 60 0 0.9% 4.18%
Multisector Bond PONDX PIMCO Income D 40% 1 60 0 0.77% 5.83%
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N 33% 1 60 0 0.73% 4.76%
Intermediate-Term Bond BOND Bond 31% 1 60 0 0.56% 5.1%
Average Expense Ratio: 0.6%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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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 6 funds. It covers 1 major asset classes and 2 minor asset classes. The major asset classes it covers are Fixed Income.

The plan consists of 16 funds and ETF . There are max 4 choices at any time. The major asset class is fixed income . 



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