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, February 26, 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.

The New Addition To Our Total Return Bond Fund Candidates

Every year, Morningstar picks one fixed income (bond) manager(s) as the winner of their fixed income manager of the year award. MyPlanIQ total return bond fund portfolios pick a total return bond fund every month to invest. We deem these funds as excellent candidates for the portfolios. We have routinely discussed these portfolios and view them as some important offerings from our service.  For more details on these portfolios and the methodology behind them, please read June 3, 2013: Total Return Bond Fund Portfolios For Major Brokerages.

You can also read many newsletters on these portfolios from our newsletter collection page (in section titled as Fixed Income, Dividend, Total Return Bond Funds & Conservative Allocation).

Morningstar just announced PDBZX (Prudential Total Return Bond Z) as the winner of their fixed income manager of the year for 2017. We welcome it as the latest addition to the list. We will review this new fund and its addition to our portfolios.

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