It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
MyPlanIQ Major Brokerage Investor Merril Edge No Load (Load Waived) NTF High Yield Bond Funds Plan

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

Investment Menu Rating:

Investment Options
Total Available Funds: 49
Asset Class Ticker Description Rating
FIXED INCOME
High Yield Bond TAHYX Pioneer High Yield A
High Yield Bond PRHYX T. Rowe Price High-Yield
High Yield Bond RYHGX Rydex High Yield Strategy H
Total Available Funds: 49
Asset Class Ticker Description Rating
FIXED INCOME
High Yield Bond TAHYX Pioneer High Yield A
High Yield Bond PRHYX T. Rowe Price High-Yield
High Yield Bond RYHGX Rydex High Yield Strategy H
High Yield Bond JAHYX Janus High-Yield T
High Yield Bond PYHRX Payden High Income
High Yield Bond ABHIX American Century High-Yield Inv
High Yield Bond BUFHX Buffalo High-Yield
High Yield Bond NHFIX Northern High Yield Fixed Income
High Yield Bond WTLTX Westcore Flexible Income
High Yield Bond TIYRX TIAA-CREF High-Yield Retail
High Yield Bond MWHYX Metropolitan West High Yield Bond M
High Yield Bond PAXHX Pax World High Yield Bond Individual Inv
High Yield Bond SIHAX Guggenheim High Yield A
Multisector Bond AGDAX AllianceBern High Income A
High Yield Bond AIOAX Columbia Income Opportunities A
High Yield Bond IHIYX Transamerica High Yield Bond A
High Yield Bond THYAX Touchstone High Yield A
High Yield Bond INEAX Columbia High Yield Bond A
High Yield Bond PBHAX Prudential High-Yield A
High Yield Bond FJSIX Nuveen High Income Bond A
High Yield Bond TGHNX TCW High-Yield Bond N
High Yield Bond CHYDX Calamos High Income A
High Yield Bond LZHOX Lazard US High Yield Open
High Yield Bond BHYAX BlackRock High Yield Bond Inv A
High Yield Bond EVIBX Eaton Vance Income Fund of Boston A
High Yield Bond HYPSX RidgeWorth Seix High Yield A
High Yield Bond KHYAX DWS High Income A
High Yield Bond SGHAX DWS Global High Income A
High Yield Bond IHYAX ING High Yield Bond A
High Yield Bond ETHIX Eaton Vance High Income Opportunities A
High Yield Bond JHHBX JHancock High-Yield A
High Yield Bond SHYPX American Beacon SiM High Yld Opps Inv
High Yield Bond TPHAX Timothy Plan High Yield Bond A
High Yield Bond HWHAX Hotchkis and Wiley High Yield A
High Yield Bond MNHYX Manning & Napier High Yield Bond
High Yield Bond NCOAX Nuveen Symphony Credit Opportunities A
High Yield Bond UHYOX USAA High Income Adviser
High Yield Bond TFCVX Third Avenue Focused Credit Investor
High Yield Bond TFCIX Third Avenue Focused Credit Instl
High Yield Bond SAHIX RidgeWorth High Income A
High Yield Bond PGHYX Pioneer Global High Yield A
High Yield Bond MHHAX Managers High Yield A
High Yield Bond MHBYX BMO Monegy High Yield Bond Y
High Yield Bond ICMYX Intrepid Income
High Yield Bond HYFIX Harbor High-Yield Bond Inv
High Yield Bond BJBHX Artio Global High Income A
High Yield Bond ALHAX AllianceBern Limited Dur Hi Inc A
High Yield Bond AHYPX American Beacon High Yld Bd Inv
High Yield Bond AHBIX Forward High Yield Bond Investor
Total Available Funds: 49
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
FIXED INCOME
High Yield Bond TAHYX Pioneer High Yield A 94% 3 60 0 1.61% 5.66%
High Yield Bond PRHYX T. Rowe Price High-Yield 94% 3 60 0 1.03% 6.77%
High Yield Bond RYHGX Rydex High Yield Strategy H 93% 3 60 0 1.57% 9.33%
High Yield Bond JAHYX Janus High-Yield T 90% 3 60 0 0.98% 6.69%
High Yield Bond PYHRX Payden High Income 89% 3 60 0 0.85% 6.63%
High Yield Bond ABHIX American Century High-Yield Inv 87% 3 60 0 0.59% 6.27%
High Yield Bond BUFHX Buffalo High-Yield 87% 3 60 0 1.03% 6.83%
High Yield Bond NHFIX Northern High Yield Fixed Income 85% 3 60 0 0.6% 6.42%
High Yield Bond WTLTX Westcore Flexible Income 83% 3 60 0 0.7% 3.81%
High Yield Bond TIYRX TIAA-CREF High-Yield Retail 79% 3 60 0 0.66% 6.36%
High Yield Bond MWHYX Metropolitan West High Yield Bond M 65% 3 60 0 0.6% 6.44%
High Yield Bond PAXHX Pax World High Yield Bond Individual Inv 64% 3 60 0 0.67% 6.05%
High Yield Bond SIHAX Guggenheim High Yield A 63% 3 60 0 0.75% 6.31%
Multisector Bond AGDAX AllianceBern High Income A 63% 3 60 0 0.9% 6.78%
High Yield Bond AIOAX Columbia Income Opportunities A 62% 3 60 0 0.64% 5.82%
High Yield Bond IHIYX Transamerica High Yield Bond A 62% 3 60 0 0.6% 6.57%
High Yield Bond THYAX Touchstone High Yield A 62% 3 60 0 1.8% 6.32%
High Yield Bond INEAX Columbia High Yield Bond A 61% 3 60 0 0.75% 5.93%
High Yield Bond PBHAX Prudential High-Yield A 61% 3 60 0 0.51% 6.74%
High Yield Bond FJSIX Nuveen High Income Bond A 55% 3 60 0 0.75% 7.33%
High Yield Bond TGHNX TCW High-Yield Bond N 53% 3 60 0 0.8% 0.49%
High Yield Bond CHYDX Calamos High Income A 53% 3 60 0 1% 6.1%
High Yield Bond LZHOX Lazard US High Yield Open 51% 3 60 0 0.84% 5.51%
High Yield Bond BHYAX BlackRock High Yield Bond Inv A 50% 3 60 0 0.51% 6.79%
High Yield Bond EVIBX Eaton Vance Income Fund of Boston A 49% 3 60 0 0.66% 6.1%
High Yield Bond HYPSX RidgeWorth Seix High Yield A 48% 3 60 0 0.82% 6.5%
High Yield Bond KHYAX DWS High Income A 41% 3 60 0 0.71% 6.1%
High Yield Bond SGHAX DWS Global High Income A 40% 3 60 0 0.55% 6.13%
High Yield Bond IHYAX ING High Yield Bond A 38% 3 60 0 0.79% 5.67%
High Yield Bond ETHIX Eaton Vance High Income Opportunities A 37% 3 60 0 1.66% 6.21%
High Yield Bond JHHBX JHancock High-Yield A 31% 3 60 0 0.53% 6.38%
High Yield Bond SHYPX American Beacon SiM High Yld Opps Inv 24% 3 60 0 1.11% 6.29%
High Yield Bond TPHAX Timothy Plan High Yield Bond A 14% 3 60 0 1.09% 3.93%
High Yield Bond HWHAX Hotchkis and Wiley High Yield A 12% 3 60 0 0.6% 6.1%
High Yield Bond MNHYX Manning & Napier High Yield Bond 10% 3 60 0 0.51% 6.22%
High Yield Bond NCOAX Nuveen Symphony Credit Opportunities A 9% 3 60 0 0.62% 7.47%
High Yield Bond UHYOX USAA High Income Adviser 0% 3 60 0 0.22% 111.67%
High Yield Bond TFCVX Third Avenue Focused Credit Investor 0% 3 60 0 1.13% 0%
High Yield Bond TFCIX Third Avenue Focused Credit Instl 0% 3 60 0 0.92% 38.64%
High Yield Bond SAHIX RidgeWorth High Income A 0% 3 60 0 0.68% 6.7%
High Yield Bond PGHYX Pioneer Global High Yield A 0% 3 60 0 0.9% 5.11%
High Yield Bond MHHAX Managers High Yield A 0% 3 60 0 1.16% 2.49%
High Yield Bond MHBYX BMO Monegy High Yield Bond Y 0% 3 60 0 0.9% 7.32%
High Yield Bond ICMYX Intrepid Income 0% 3 60 0 1.15% 1.29%
High Yield Bond HYFIX Harbor High-Yield Bond Inv 0% 3 60 0 0.9% 0.88%
High Yield Bond BJBHX Artio Global High Income A 0% 3 60 0 1.03% 6.08%
High Yield Bond ALHAX AllianceBern Limited Dur Hi Inc A 0% 3 60 0 1.25% 6.14%
High Yield Bond AHYPX American Beacon High Yld Bd Inv 0% 3 60 0 1.1% 5.25%
High Yield Bond AHBIX Forward High Yield Bond Investor 0% 3 60 0 1.22% 4.36%
Average Expense Ratio: 0.88%
Sign up to get fund ranking change alerts

Sign up and subscribe as an expert user to create plans with your own specified investment options.
Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.0% 8.4% 3.0% 3.2% 3.5% 2.5%

Sign up or Login and subscribe to get rebalance emails for this portfolio

Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.1% 7.4% 4.3% -0.6% 1.4% 1.6%

Sign up or Login and subscribe to get rebalance emails for this portfolio

Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 49 funds. It covers 1 major asset classes and 2 minor asset classes. The major asset classes it covers are Fixed Income.

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.


Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.