MyPlanIQ Major Brokerage Investor Etrade Total Return Bond Plus Plan

Etrade Total Return Bond Plus Plan

This Plan is unrated.
Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income
High Yield Muni PRFHX T. Rowe Price Tax-Free High-Yield
Muni National Interm USATX USAA Tax Exempt Intermediate-Term
Total Available Funds: 12
Asset Class Ticker Description Rating
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income
High Yield Muni PRFHX T. Rowe Price Tax-Free High-Yield
Muni National Interm USATX USAA Tax Exempt Intermediate-Term
Intermediate-Term Bond TGMNX TCW Total Return Bond N
Intermediate-Term Bond PTTAX PIMCO Total Return A
Muni National Long PRTAX T. Rowe Price Tax-Free Income Inv
Intermediate-Term Bond PBDAX PIMCO Investment Grade Corp Bd A
Intermediate-Term Bond PDBAX Prudential Total Return Bond A
Multisector Bond LSBRX Loomis Sayles Bond Retail
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N
Muni National Short UTESX USAA Tax Exempt Short-Term Adv
Multisector Bond PONAX PIMCO Income A
Total Available Funds: 12
  • 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
Intermediate-Term Bond DODIX Dodge & Cox Income 87% 3 60 0 0.33% 4.05%
High Yield Muni PRFHX T. Rowe Price Tax-Free High-Yield 83% 3 60 0 0.67% 3.73%
Muni National Interm USATX USAA Tax Exempt Intermediate-Term 72% 3 60 0 0.44% 3.01%
Intermediate-Term Bond TGMNX TCW Total Return Bond N 66% 3 60 0 0.7% 5.83%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 3.66%
Muni National Long PRTAX T. Rowe Price Tax-Free Income Inv 65% 3 60 0 0.53% 3.2%
Intermediate-Term Bond PBDAX PIMCO Investment Grade Corp Bd A 58% 3 60 0 0.61% 3.69%
Intermediate-Term Bond PDBAX Prudential Total Return Bond A 58% 3 60 0 1.01% 4.49%
Multisector Bond LSBRX Loomis Sayles Bond Retail 55% 3 60 0 1.15% 5.27%
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N 32% 3 60 0 0.73% 4.23%
Muni National Short UTESX USAA Tax Exempt Short-Term Adv 19% 3 60 0 0.56% 2.72%
Multisector Bond PONAX PIMCO Income A 11% 3 60 0 0.51% 5.89%
Average Expense Ratio: 0.67%
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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

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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 12 funds. It covers 1 major asset classes and 6 minor asset classes. The major asset classes it covers are Fixed Income.

This is an application to Etrade All Star Funds. All of funds have a 90 day minimum holding period,  which is the default option.



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