MyPlanIQ Major Brokerage Investor Retirement Income High Yield

Retirement Income High Yield

This Plan is unrated.
Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RQI Cohen & Steers Qual Inc Realty
INTERNATIONAL EQUITY
WORLD STOCK AOD Alpine Total Dynamic Dividend
Others
Moderate Allocation CSQ Calamos Strategic Total Return
Utilities UTF Cohen & Steers Infrastructure
Utilities DNP DNP Select Income
FIXED INCOME
Emerging Markets Bond EDD Morgan Stanley Emrgng Mkts Domestic Debt
Emerging Markets Bond AWF AllianceBernstein Global High Income
SHORT GOVERNMENT BKT BlackRock Income
US EQUITY
US EQUITY NTG NATCO Group Inc.
Total Available Funds: 32
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE RQI Cohen & Steers Qual Inc Realty
INTERNATIONAL EQUITY
WORLD STOCK AOD Alpine Total Dynamic Dividend
Others
Moderate Allocation CSQ Calamos Strategic Total Return
Utilities UTF Cohen & Steers Infrastructure
Utilities DNP DNP Select Income
Moderate Allocation RNP Cohen & Steers REIT & Preferred Income
Utilities GUT Gabelli Utility Trust
Natural Resources KYN Kayne Anderson MLP
Utilities UTG Reaves Utility Income
Equity Energy TYG Tortoise Energy Infrastructure
Convertibles CHY Calamos Convertible & High Income Fund
Conservative Allocation JQC Nuveen Multi-Strategy Income & Growth 2
FIXED INCOME
Emerging Markets Bond EDD Morgan Stanley Emrgng Mkts Domestic Debt
Emerging Markets Bond AWF AllianceBernstein Global High Income
SHORT GOVERNMENT BKT BlackRock Income
High Yield Bond EAD Wells Fargo Advantage Inc Opp
High Yield Bond HIX Western Asset High Income II
Long-Term Bond FFC F&C-Claymore Preferred Securities
Bank Loan VVR Invesco Van Kampen Senior Income
Long-Term Bond PCN PIMCO Corporate Income
Long-Term Bond PTY PIMCO Corporate Opportunity
High Yield Muni MHI Pioneer Municipal High Income
High Yield Bond PHK PIMCO High Income
Muni National Long EIM Eaton Vance Municipal Bond
Muni National Interm NUV Nuveen Municipal Value
WORLD BOND GIM Templeton Global Income
Emerging Markets Bond ESD Western Asset Emerging Markets Debt
Bank Loan PPR ING Prime Rate
WORLD BOND VTA Invesco Van Kampen Dynamic Credit Opp
Long-Term Bond JPS Nuveen Quality Preferred Income 2
Long-Term Bond DUC Duff & Phelps Util & Corp
US EQUITY
US EQUITY NTG NATCO Group Inc.
Total Available Funds: 32
  • 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 RQI Cohen & Steers Qual Inc Realty 100% 0 60 0 NA 10.09%
INTERNATIONAL EQUITY
WORLD STOCK AOD Alpine Total Dynamic Dividend 77% 0 60 0 NA 8.91%
Others
Moderate Allocation CSQ Calamos Strategic Total Return 100% 0 60 0 NA 8.22%
Utilities UTF Cohen & Steers Infrastructure 100% 0 60 0 NA 8.36%
Utilities DNP DNP Select Income 99% 0 60 0 NA 9.71%
Moderate Allocation RNP Cohen & Steers REIT & Preferred Income 99% 0 60 0 NA 8.53%
Utilities GUT Gabelli Utility Trust 99% 0 60 0 NA 9.87%
Natural Resources KYN Kayne Anderson MLP 98% 0 60 0 NA 9.81%
Utilities UTG Reaves Utility Income 97% 0 60 0 NA 8.47%
Equity Energy TYG Tortoise Energy Infrastructure 97% 0 60 0 NA 9.98%
Convertibles CHY Calamos Convertible & High Income Fund 97% 0 60 0 NA 10.7%
Conservative Allocation JQC Nuveen Multi-Strategy Income & Growth 2 95% 0 60 0 NA 11.5%
FIXED INCOME
Emerging Markets Bond EDD Morgan Stanley Emrgng Mkts Domestic Debt 100% 0 60 0 NA 7.19%
Emerging Markets Bond AWF AllianceBernstein Global High Income 100% 0 60 0 NA 7.82%
SHORT GOVERNMENT BKT BlackRock Income 99% 0 60 0 NA 8.98%
High Yield Bond EAD Wells Fargo Advantage Inc Opp 98% 0 60 0 NA 9.24%
High Yield Bond HIX Western Asset High Income II 96% 0 60 0 NA 12.1%
Long-Term Bond FFC F&C-Claymore Preferred Securities 95% 0 60 0 NA 7.68%
Bank Loan VVR Invesco Van Kampen Senior Income 94% 0 60 0 NA 11.51%
Long-Term Bond PCN PIMCO Corporate Income 94% 0 60 0 NA 10.63%
Long-Term Bond PTY PIMCO Corporate Opportunity 93% 0 60 0 NA 10.72%
High Yield Muni MHI Pioneer Municipal High Income 93% 0 60 0 NA 4.81%
High Yield Bond PHK PIMCO High Income 92% 0 60 0 NA 13.25%
Muni National Long EIM Eaton Vance Municipal Bond 88% 0 60 0 NA 4.3%
Muni National Interm NUV Nuveen Municipal Value 81% 0 60 0 NA 4.16%
WORLD BOND GIM Templeton Global Income 0% 0 60 0 NA 11.25%
Emerging Markets Bond ESD Western Asset Emerging Markets Debt 0% 0 60 0 NA 0%
Bank Loan PPR ING Prime Rate 0% 0 60 0 NA 1.83%
WORLD BOND VTA Invesco Van Kampen Dynamic Credit Opp 0% 0 60 0 NA 6.29%
Long-Term Bond JPS Nuveen Quality Preferred Income 2 0% 0 60 0 NA 7.09%
Long-Term Bond DUC Duff & Phelps Util & Corp 0% 0 60 0 NA 1.41%
US EQUITY
US EQUITY NTG NATCO Group Inc. 0% 0 60 0 NA 9.13%
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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 2.6% 146.6% 25.6% 15.6% 12.1% 8.5%

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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 34 funds. It covers 4 major asset classes and 17 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income, US Equity and REITs.

This plan consists of six well chosen CEFs (closed end funds) for major asset classes. 



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