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MyPlanIQ Major Brokerage Investor Merrill Edge Core Mutual Funds

Merrill Edge Core Mutual Funds

Investment Menu Rating:

Investment Options
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T. Rowe Price Emerging Markets Stock
DIVERSIFIED EMERGING MKTS TEQKX TIAA-CREF Emerging Markets Eq Idx Retail
DIVERSIFIED EMERGING MKTS SSEMX SSgA Emerging Markets Instl
INTERNATIONAL EQUITY
Foreign Large Blend PIEQX T. Rowe Price International Eq Index
Foreign Large Blend PIPAX PIMCO International StocksPLUS TR Str A
Foreign Large Blend PPUAX PIMCO Intl StkPLUS TR Strat (Unhedged) A
US EQUITY
LARGE BLEND PRDGX T. Rowe Price Dividend Growth
Small Growth PRDSX T. Rowe Price Diversified Sm Cap Growth
LARGE BLEND POMIX T. Rowe Price Total Equity Market Idx
Total Available Funds: 24
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T. Rowe Price Emerging Markets Stock
DIVERSIFIED EMERGING MKTS TEQKX TIAA-CREF Emerging Markets Eq Idx Retail
DIVERSIFIED EMERGING MKTS SSEMX SSgA Emerging Markets Instl
INTERNATIONAL EQUITY
Foreign Large Blend PIEQX T. Rowe Price International Eq Index
Foreign Large Blend PIPAX PIMCO International StocksPLUS TR Str A
Foreign Large Blend PPUAX PIMCO Intl StkPLUS TR Strat (Unhedged) A
US EQUITY
LARGE BLEND PRDGX T. Rowe Price Dividend Growth
Small Growth PRDSX T. Rowe Price Diversified Sm Cap Growth
LARGE BLEND POMIX T. Rowe Price Total Equity Market Idx
MID-CAP BLEND PEXMX T. Rowe Price Extended Equity Market Idx
LARGE BLEND PREIX T. Rowe Price Equity Index 500
SMALL BLEND PCKAX PIMCO Small Cap StocksPLUS TR A
LARGE BLEND PSPAX PIMCO StocksPLUS A
REAL ESTATE
US Real Estate PETAX PIMCO Real Estate Real Return Strategy A
Global Real Estate NGREX Northern Global Real Estate Index
REAL ESTATE TCREX TIAA-CREF Real Estate Sec Retail
REAL ESTATE TRREX T. Rowe Price Real Estate
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
Intermediate-Term Bond TGMNX TCW Total Return Bond N
Intermediate-Term Bond PTTAX PIMCO Total Return A
Intermediate-Term Bond PBDAX PIMCO Investment Grade Corp Bd A
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N
Multisector Bond PONAX PIMCO Income A
COMMODITIES
COMMODITIES BROAD BASKET PCRAX PIMCO Commodity Real Ret Strat A
Total Available Funds: 24
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS PRMSX T. Rowe Price Emerging Markets Stock 81% 3 60 0 0% 0.7%
DIVERSIFIED EMERGING MKTS TEQKX TIAA-CREF Emerging Markets Eq Idx Retail 5% 3 60 0 0.33% 2.98%
DIVERSIFIED EMERGING MKTS SSEMX SSgA Emerging Markets Instl 0% 3 60 0 1.2% 5.65%
INTERNATIONAL EQUITY
Foreign Large Blend PIEQX T. Rowe Price International Eq Index 85% 3 60 0 0.3% 3.47%
Foreign Large Blend PIPAX PIMCO International StocksPLUS TR Str A 51% 3 60 0 0.91% 13.08%
Foreign Large Blend PPUAX PIMCO Intl StkPLUS TR Strat (Unhedged) A 7% 3 60 0 1.8% 4.1%
US EQUITY
LARGE BLEND PRDGX T. Rowe Price Dividend Growth 98% 3 60 0 0.64% 8.23%
Small Growth PRDSX T. Rowe Price Diversified Sm Cap Growth 81% 3 60 0 0.8% 6.83%
LARGE BLEND POMIX T. Rowe Price Total Equity Market Idx 79% 3 60 0 0.21% 3.75%
MID-CAP BLEND PEXMX T. Rowe Price Extended Equity Market Idx 76% 3 60 0 0.25% 7.82%
LARGE BLEND PREIX T. Rowe Price Equity Index 500 73% 3 60 0 0.3% 4.19%
SMALL BLEND PCKAX PIMCO Small Cap StocksPLUS TR A 51% 3 60 0 0.7% 7.42%
LARGE BLEND PSPAX PIMCO StocksPLUS A 41% 3 60 0 0.66% 21.93%
REAL ESTATE
US Real Estate PETAX PIMCO Real Estate Real Return Strategy A 99% 3 60 0 1.94% 1.27%
Global Real Estate NGREX Northern Global Real Estate Index 73% 3 60 0 0.47% 3.82%
REAL ESTATE TCREX TIAA-CREF Real Estate Sec Retail 68% 3 60 0 0.72% 3.16%
REAL ESTATE TRREX T. Rowe Price Real Estate 66% 3 60 0 1.09% 10.13%
FIXED INCOME
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M 89% 3 60 0 0.52% 3.93%
Intermediate-Term Bond TGMNX TCW Total Return Bond N 66% 3 60 0 0.7% 7.1%
Intermediate-Term Bond PTTAX PIMCO Total Return A 65% 3 60 0 0.8% 4.32%
Intermediate-Term Bond PBDAX PIMCO Investment Grade Corp Bd A 58% 3 60 0 0.61% 4.51%
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N 33% 3 60 0 0.73% 4.67%
Multisector Bond PONAX PIMCO Income A 12% 3 60 0 0.51% 5.58%
COMMODITIES
COMMODITIES BROAD BASKET PCRAX PIMCO Commodity Real Ret Strat A 67% 3 60 0 1.96% 7.6%
Average Expense Ratio: 0.76%
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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*
Click for Portfolio Details or Follow -13.6% -14.0% -0.3% 1.4% 4.9% 5.3%

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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 -0.3% 6.8% 2.0% 5.3% 4.0% 7.0%

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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*
Click for Portfolio Details or Follow 3.6% 19.2% 10.6% 2.8% 6.2% 6.3%

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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 24 funds. It covers 6 major asset classes and 12 minor asset classes. The major asset classes it covers are Fixed Income, REITs, US Equity, Commodity, Foreign Equity and Emerging Market Equity.
Select one or two core index funds for each asset class. 


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