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MyPlanIQ Major Brokerage Investor TDAmeritrade Selected No Load NTF High Yield Bond Funds Plan

TDAmeritrade Selected No Load NTF High Yield Bond Funds Plan

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
FIXED INCOME
High Yield Bond JAHYX Janus High-Yield T
High Yield Bond BUFHX Buffalo High-Yield
High Yield Bond NHFIX Northern High Yield Fixed Income
Total Available Funds: 22
Asset Class Ticker Description Rating
FIXED INCOME
High Yield Bond JAHYX Janus High-Yield T
High Yield Bond BUFHX Buffalo High-Yield
High Yield Bond NHFIX Northern High Yield Fixed Income
High Yield Bond USHYX USAA High 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 TGHNX TCW High-Yield Bond N
High Yield Bond NMHYX Northern Multi-Manager Hi Yld Opp
High Yield Bond MNHYX Manning & Napier High Yield Bond
High Yield Bond TFCVX Third Avenue Focused Credit Investor
High Yield Bond STHYX Wells Fargo Advantage High Income Inv
High Yield Bond STHBX Wells Fargo Advantage S/T Hi-Yld Bd Inv
High Yield Bond SSHYX SSgA High Yield Bond Instl
High Yield Bond PHYDX PIMCO High Yield D
High Yield Bond PHSDX PIMCO High Yield Spectrum D
High Yield Bond MHHAX Managers High Yield A
High Yield Bond MHBYX BMO Monegy High Yield Bond Y
High Yield Bond HYFIX Harbor High-Yield Bond Inv
High Yield Bond BJBHX Artio Global High Income A
High Yield Bond AYBDX Allianz AGIC High Yield Bond D
High Yield Bond ASHDX Allianz RCM Short Duration High Inc D
Total Available Funds: 22
  • 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 JAHYX Janus High-Yield T 90% 3 60 0 0.98% 6.69%
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 USHYX USAA High Income 83% 3 60 0 0.57% 6.92%
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 TGHNX TCW High-Yield Bond N 53% 3 60 0 0.8% 0.49%
High Yield Bond NMHYX Northern Multi-Manager Hi Yld Opp 15% 3 60 0 0.87% 6.25%
High Yield Bond MNHYX Manning & Napier High Yield Bond 10% 3 60 0 0.51% 6.22%
High Yield Bond TFCVX Third Avenue Focused Credit Investor 0% 3 60 0 1.13% 0%
High Yield Bond STHYX Wells Fargo Advantage High Income Inv 0% 3 60 0 0.6% 4.4%
High Yield Bond STHBX Wells Fargo Advantage S/T Hi-Yld Bd Inv 0% 3 60 0 0.85% 2.97%
High Yield Bond SSHYX SSgA High Yield Bond Instl 0% 3 60 0 0.74% 4.85%
High Yield Bond PHYDX PIMCO High Yield D 0% 3 60 0 0.9% 4.84%
High Yield Bond PHSDX PIMCO High Yield Spectrum D 0% 3 60 0 0.9% 5.41%
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 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 AYBDX Allianz AGIC High Yield Bond D 0% 3 60 0 1% 0%
High Yield Bond ASHDX Allianz RCM Short Duration High Inc D 0% 3 60 0 0.95% 4.96%
Average Expense Ratio: 0.83%
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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*
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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 2.3% 43.5% 14.1% 8.9% 5.2%

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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*
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*     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 22 funds. It covers 1 major asset classes and 1 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 and NTF. All funds are subject to a 180 days minimum holding period, set by TDAmeritrade. 


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