Merril Edge No Load (Load Waived) NTF High Yield Bond Funds Plan
Investment Model Portfolios


This plan consists of a list of High Yield Bond Funds which are no load (or load waived) and NTF. All funds are subject to a 90 days minimum holding period, set by Merrill Edge.

Investment options of Merril Edge No Load (Load Waived) NTF High Yield Bond Funds Plan

Total Available Funds: 49
Asset Class Ticker Description
FIXED INCOME
High Yield Bond ABHIX American Century High-Yield Inv
Multisector Bond AGDAX AllianceBern High Income A
High Yield Bond AHBIX Forward High Yield Bond Investor
High Yield Bond AHYPX American Beacon High Yld Bd Inv
High Yield Bond AIOAX Columbia Income Opportunities A
High Yield Bond ALHAX AllianceBern Limited Dur Hi Inc A
High Yield Bond BHYAX BlackRock High Yield Bond Inv A
High Yield Bond BJBHX Artio Global High Income A
High Yield Bond BUFHX Buffalo High-Yield
High Yield Bond CHYDX Calamos High Income A
High Yield Bond ETHIX Eaton Vance High Income Opportunities A
High Yield Bond EVIBX Eaton Vance Income Fund of Boston A
High Yield Bond FJSIX Nuveen High Income Bond A
High Yield Bond HWHAX Hotchkis and Wiley High Yield A
High Yield Bond HYFIX Harbor High-Yield Bond Inv
High Yield Bond HYPSX RidgeWorth Seix High Yield A
High Yield Bond ICMYX Intrepid Income
High Yield Bond IHIYX Transamerica High Yield Bond A
High Yield Bond IHYAX ING High Yield Bond A
High Yield Bond INEAX Columbia High Yield Bond A
High Yield Bond JAHYX Janus High-Yield T
High Yield Bond JHHBX JHancock High-Yield A
High Yield Bond KHYAX DWS High Income A
High Yield Bond LZHOX Lazard US High Yield Open
High Yield Bond MHBYX BMO Monegy High Yield Bond Y
High Yield Bond MHHAX Managers High Yield A
High Yield Bond MNHYX Manning & Napier High Yield Bond
High Yield Bond MWHYX Metropolitan West High Yield Bond M
High Yield Bond NCOAX Nuveen Symphony Credit Opportunities A
High Yield Bond NHFIX Northern High Yield Fixed Income
High Yield Bond PAXHX Pax World High Yield Bond Individual Inv
High Yield Bond PBHAX Prudential High-Yield A
High Yield Bond PGHYX Pioneer Global High Yield A
High Yield Bond PYHRX Payden High Income
High Yield Bond RYHGX Rydex High Yield Strategy H
High Yield Bond SAHIX RidgeWorth High Income A
High Yield Bond SGHAX DWS Global High Income A
High Yield Bond SHYPX American Beacon SiM High Yld Opps Inv
High Yield Bond SIHAX Guggenheim High Yield A
High Yield Bond TAHYX Pioneer High Yield A
High Yield Bond TFCIX Third Avenue Focused Credit Instl
High Yield Bond TFCVX Third Avenue Focused Credit Investor
High Yield Bond TGHNX TCW High-Yield Bond N
High Yield Bond THYAX Touchstone High Yield A
High Yield Bond TIYRX TIAA-CREF High-Yield Retail
High Yield Bond TPHAX Timothy Plan High Yield Bond A
High Yield Bond UHYOX USAA High Income Adviser
High Yield Bond WTLTX Westcore Flexible Income
High Yield Bond PRHYX T. Rowe Price High-Yield

Investment model portfolios

We provide two types of investment model portfolios for Merril Edge No Load (Load Waived) NTF High Yield Bond Funds Plan participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Merril Edge No Load (Load Waived) NTF High Yield Bond Funds Plan Strategic Asset Allocation – Optimal Moderate NA 16.72% 2.93% 3.73% 3.37% 2.54% 2.39% … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% … …
Data as of 10/31/2024, Common starting date is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
Merril Edge No Load (Load Waived) NTF High Yield Bond Funds Plan Tactical Asset Allocation Moderate NA 10.59% 4.12% -0.15% 1.31% 1.54% 0.29% … …
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% … …
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% … …
Data as of 10/31/2024, Common starting date is 12/31/2000

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