Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

For regular SAA and TAA portfolios, the next re-balance will be on next Monday, March 9, 2015. You can also find the re-balance calendar for 2014 on ‘Dashboard‘ page once you log in.

As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not the same as those used in Strategic and Tactical Asset Allocation (SAA and TAA) portfolios of a plan.

Please note that we now list the next re-balance date on every portfolio page.

Total Return Bond Fund Update

First, just to follow up last year’s Morningstar’s fixed income manager of the year award,  Western Asset Core Bond fund management team eventually garnered the award. This is the second time for the team to win the award. This also mean that we will not add any new fund to the candidate fund lists in those portfolios listed on Fixed Income Bond Fund Portfolios as Western Asset Core Bond fund has been in the lists already. 

Total Return Bond ETFs

It is exciting and very encouraging to see that DoubleLine just introduced its total return bond ETF (TOTL) last week. Since PIMCO introduced its flagship total return bond ETF (BOND) in March 2012 (exactly 3 years ago), we have monitored this space closely. Let’s first review how this fund has done: 

Performance Comparison (as of 3/2/2015):

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