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, August 20, 2018. 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

It’s been a while since our last discussion on total return bond ETFs: 

As we stated previously, we monitor these total return bond ETFs to see whether they can become some solid alternatives for the total return bond mutual funds that we are utilizing for fixed income investing. 

Recent performance

The following table compares the three total return bond ETFs with their mutual fund counter parts: 

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