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

For regular SAA and TAA portfolios, the next re-balance will be on Monday, March 13, 2017. You can also find the re-balance calendar for 2017 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.

Fidelity Total Bond Fund Review

Fidelity Total Bond Fund (FTBFX (Fidelity Total Bond)) just won the Morningstar’s Fixed Income Manager of the Year award for 2016 (see this). As our stated policy, we are adding the fund to the candidate fund list for our total return bond fund portfolios listed on Brokerage Investors (What We Do -> Brokerage Investors). In this newsletter, we take a closer look at the fund. 

Performance

Portfolio Performance Comparison (as of 2/23/2017):
Ticker/Portfolio Name1Yr AR3Yr AR5Yr AR10Yr AR10Yr SharpeSince 10/24/2002 AR
FTBFX (Fidelity Total Bond)6.6%3.4%3.2%5.6%1.22 5.4%
DODIX (Dodge & Cox Income)6.6%3.1%3.4%5.0%1.46 5.1%
MWTRX (Metropolitan West Total Return Bond M)1.2%2.3%3.6%5.6%1.31 6.3%
PTTRX (PIMCO Total Return Instl)3.8%2.6%3.0%5.7%1.26 5.4%
LSBRX (Loomis Sayles Bond Retail)15.2%2.1%4.5%5.6%0.95 8.4%
VBMFX (Vanguard Total Bond Market Index Inv)1.1%2.5%2.1%4.2%0.92 4.3%

Detailed year by year comparison >>

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