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, April 17, 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.

Total Return Bond ETFs And Portfolios

We have monitored the actively managed bond ETFs space closely. For our total return bond mutual fund based portfolios, we pay attention to the ETFs that track the total return bond mutual funds used in our total return bond portfolios (see those listed on  Brokerage Investors (What We Do -> Brokerage Investors), or see January 23, 2017: Fixed Income Portfolio Review). Previously, there were only two such ETFs (PIMCO and DoubleLine). However, after this year’s Morningstar’s fixed income manager award, Fidelity total bond (FBND) became a new addition (see February 27, 2017: Fidelity Total Bond Fund Review for more details). 

About a year ago, we reviewed the two ETFs in March 28, 2016: Total Return Bond ETFs Review

Fidelity Total Bond ETF FBND vs. Total Bond Mutual Fund FTBFX

First, let’s look at the performance of the Fidelity ETF:

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