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MyPlanIQ Major Brokerage Investor Schwab Convertible Fund Plan

Schwab Convertible Fund Plan

This Plan is unrated.
Investment Options
Total Available Funds: 78
Asset Class Ticker Description Rating
Others
Convertibles CCVIX Calamos Convertible A
Convertibles GAGCX Gabelli Global Rising Income and Div AAA
Convertibles LACFX Lord Abbett Convertible A
FIXED INCOME
High Yield Bond FHYTX Federated High-Yield Svc
High Yield Bond TAHYX Pioneer High Yield A
High Yield Bond FYAIX Access Flex High Yield Inv
Total Available Funds: 78
Asset Class Ticker Description Rating
Others
Convertibles CCVIX Calamos Convertible A
Convertibles GAGCX Gabelli Global Rising Income and Div AAA
Convertibles LACFX Lord Abbett Convertible A
Convertibles PCONX Putnam Convertible Securities A
Convertibles SBFCX Victory Investment Grade Convertible A
Convertibles HICSX Harbor Convertible Securities Investor
Convertibles PCVDX PIMCO Convertible D
Convertibles ANZDX Allianz AGIC Convertible D
FIXED INCOME
High Yield Bond FHYTX Federated High-Yield Svc
High Yield Bond TAHYX Pioneer High Yield A
High Yield Bond FYAIX Access Flex High Yield Inv
High Yield Bond JAHYX Janus High-Yield T
High Yield Bond PYHRX Payden High Income
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M
High Yield Bond ABHIX American Century High-Yield Inv
High Yield Bond BUFHX Buffalo High-Yield
High Yield Bond SAMHX RidgeWorth Seix High Yield I
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 OHYFX JPMorgan High Yield Select
High Yield Bond HYINX Invesco High Yield Investor
High Yield Bond NHINX Neuberger Berman High Inc Bond Inv
Intermediate-Term Bond TGMNX TCW Total Return Bond N
Intermediate-Term Bond PTTDX PIMCO Total Return D
High Yield Bond MWHYX Metropolitan West High Yield Bond M
High Yield Bond CPHYX Principal High Yield A
High Yield Bond PAXHX Pax World High Yield Bond Individual Inv
High Yield Bond SIHAX Guggenheim High Yield A
High Yield Bond PHYIX Putnam High Yield Advantage A
High Yield Bond PAHIX T. Rowe Price High-Yield Adv
Intermediate-Term Bond PBDDX PIMCO Investment Grade Corp Bd D
Multisector Bond LSBRX Loomis Sayles Bond Retail
High Yield Bond FJSIX Nuveen High Income Bond A
High Yield Bond DPLTX Dreyfus High Yld 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 KHYAX DWS High Income A
High Yield Bond IHYAX ING High Yield Bond A
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N
High Yield Bond RPHYX RiverPark Short Term High Yield Retail
High Yield Bond SHYPX American Beacon SiM High Yld Opps Inv
High Yield Bond CYBAX Calvert High Yield Bond A
High Yield Bond FEHAX First Eagle High Yield A
High Yield Bond NMHYX Northern Multi-Manager Hi Yld Opp
Intermediate-Term Bond WABRX Western Asset Core Bond R
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 SCFAX Shenkman Short Duration High Income A
High Yield Bond WSDAX Westwood Short Duration High Yield A
High Yield Bond AUYAX Aberdeen US High Yield Bond A
High Yield Bond ASHDX Allianz RCM Short Duration High Inc D
High Yield Bond ACSAX Avenue Credit Strategies Investor
High Yield Bond HYOAX Henderson High Yield Opportunities A
High Yield Bond KHYZX KKR Alternative High Yield Investor
High Yield Bond GGHAX Nationwide High Yield Bond A
High Yield Bond NTAFX Neiman Tactical Income A
High Yield Bond NHSAX Neuberger Berman Short Dur Hi Inc A
High Yield Bond NPHAX Nomura Partners High Yield A
High Yield Bond NSYAX Nuveen Symphony High Yield Bond A
High Yield Bond RIMYX Rainier High Yield Original
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 PHYDX PIMCO High Yield D
High Yield Bond STHTX RidgeWorth High Income I
High Yield Bond HYFIX Harbor High-Yield Bond Inv
High Yield Bond AHYPX American Beacon High Yld Bd Inv
High Yield Bond ICMYX Intrepid Income
High Yield Bond NNHIX Nicholas High Income N
High Yield Bond DSIAX Diamond Hill Strategic Income A
High Yield Bond PHSDX PIMCO High Yield Spectrum D
High Yield Bond PHIGX Putnam High Yield A
High Yield Bond SSHYX SSgA High Yield Bond Instl
High Yield Bond AYBDX Allianz AGIC High Yield Bond D
High Yield Bond TFCVX Third Avenue Focused Credit Investor
Total Available Funds: 78
  • 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
Others
Convertibles CCVIX Calamos Convertible A 86% 3 60 0 0.88% 10.68%
Convertibles GAGCX Gabelli Global Rising Income and Div AAA 71% 3 60 0 0.9% 3.08%
Convertibles LACFX Lord Abbett Convertible A 69% 3 60 0 0.87% 1.87%
Convertibles PCONX Putnam Convertible Securities A 44% 3 60 0 1.3% 5.63%
Convertibles SBFCX Victory Investment Grade Convertible A 36% 3 60 0 1.2% 3.58%
Convertibles HICSX Harbor Convertible Securities Investor 14% 3 60 0 0.63% 1.81%
Convertibles PCVDX PIMCO Convertible D 0% 3 60 0 1.05% 9.34%
Convertibles ANZDX Allianz AGIC Convertible D 0% 3 60 0 0.98% 7.82%
FIXED INCOME
High Yield Bond FHYTX Federated High-Yield Svc 95% 3 60 0 0.98% 4.87%
High Yield Bond TAHYX Pioneer High Yield A 94% 3 60 0 1.61% 5.13%
High Yield Bond FYAIX Access Flex High Yield Inv 93% 3 60 0 1.68% 1.53%
High Yield Bond JAHYX Janus High-Yield T 90% 3 60 0 0.98% 6.61%
High Yield Bond PYHRX Payden High Income 89% 3 60 0 0.85% 5.99%
Intermediate-Term Bond MWTRX Metropolitan West Total Return Bond M 89% 3 60 0 0.52% 3.83%
High Yield Bond ABHIX American Century High-Yield Inv 87% 3 60 0 0.59% 5.76%
High Yield Bond BUFHX Buffalo High-Yield 87% 3 60 0 1.03% 6.82%
High Yield Bond SAMHX RidgeWorth Seix High Yield I 85% 3 60 0 0.82% 6.05%
High Yield Bond NHFIX Northern High Yield Fixed Income 85% 3 60 0 0.6% 7.66%
High Yield Bond WTLTX Westcore Flexible Income 83% 3 60 0 0.7% 4.16%
High Yield Bond TIYRX TIAA-CREF High-Yield Retail 79% 3 60 0 0.66% 5.8%
High Yield Bond OHYFX JPMorgan High Yield Select 75% 3 60 0 0.9% 5.79%
High Yield Bond HYINX Invesco High Yield Investor 75% 3 60 0 1.04% 5.41%
High Yield Bond NHINX Neuberger Berman High Inc Bond Inv 66% 3 60 0 0.61% 5.86%
Intermediate-Term Bond TGMNX TCW Total Return Bond N 66% 3 60 0 0.7% 6.49%
Intermediate-Term Bond PTTDX PIMCO Total Return D 65% 3 60 0 0.75% 4.31%
High Yield Bond MWHYX Metropolitan West High Yield Bond M 65% 3 60 0 0.6% 6.45%
High Yield Bond CPHYX Principal High Yield A 64% 3 60 0 0.52% 5.93%
High Yield Bond PAXHX Pax World High Yield Bond Individual Inv 64% 3 60 0 0.67% 5.52%
High Yield Bond SIHAX Guggenheim High Yield A 63% 3 60 0 0.75% 5.72%
High Yield Bond PHYIX Putnam High Yield Advantage A 60% 3 60 0 1.79% 5.63%
High Yield Bond PAHIX T. Rowe Price High-Yield Adv 58% 3 60 0 0.6% 5.9%
Intermediate-Term Bond PBDDX PIMCO Investment Grade Corp Bd D 58% 3 60 0 0.9% 4.51%
Multisector Bond LSBRX Loomis Sayles Bond Retail 55% 3 60 0 1.15% 4.57%
High Yield Bond FJSIX Nuveen High Income Bond A 55% 3 60 0 0.75% 6.62%
High Yield Bond DPLTX Dreyfus High Yld A 55% 3 60 0 0.95% 5.96%
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% 5.58%
High Yield Bond LZHOX Lazard US High Yield Open 51% 3 60 0 0.84% 5.52%
High Yield Bond KHYAX DWS High Income A 41% 3 60 0 0.71% 6.08%
High Yield Bond IHYAX ING High Yield Bond A 38% 3 60 0 0.79% 5.12%
Intermediate-Term Bond DLTNX DoubleLine Total Return Bond N 33% 3 60 0 0.73% 4.65%
High Yield Bond RPHYX RiverPark Short Term High Yield Retail 25% 3 60 0 1.17% 3.66%
High Yield Bond SHYPX American Beacon SiM High Yld Opps Inv 24% 3 60 0 1.11% 5.75%
High Yield Bond CYBAX Calvert High Yield Bond A 23% 3 60 0 1.02% 5.07%
High Yield Bond FEHAX First Eagle High Yield A 19% 3 60 0 0.69% 5.3%
High Yield Bond NMHYX Northern Multi-Manager Hi Yld Opp 15% 3 60 0 0.87% 6.22%
Intermediate-Term Bond WABRX Western Asset Core Bond R 14% 3 60 0 0.42% 3.22%
High Yield Bond TPHAX Timothy Plan High Yield Bond A 14% 3 60 0 1.09% 3.91%
High Yield Bond HWHAX Hotchkis and Wiley High Yield A 12% 3 60 0 0.6% 5.57%
High Yield Bond MNHYX Manning & Napier High Yield Bond 10% 3 60 0 0.51% 6.71%
High Yield Bond NCOAX Nuveen Symphony Credit Opportunities A 9% 3 60 0 0.62% 6.79%
High Yield Bond SCFAX Shenkman Short Duration High Income A 2% 3 60 0 1.75% 4.59%
High Yield Bond WSDAX Westwood Short Duration High Yield A 2% 3 60 0 1.05% 5.41%
High Yield Bond AUYAX Aberdeen US High Yield Bond A 0% 3 60 0 1.1% 4.05%
High Yield Bond ASHDX Allianz RCM Short Duration High Inc D 0% 3 60 0 0.95% 4.96%
High Yield Bond ACSAX Avenue Credit Strategies Investor 0% 3 60 0 1.75% 5.3%
High Yield Bond HYOAX Henderson High Yield Opportunities A 0% 3 60 0 1.1% 5.59%
High Yield Bond KHYZX KKR Alternative High Yield Investor 0% 3 60 0 NA 0%
High Yield Bond GGHAX Nationwide High Yield Bond A 0% 3 60 0 1.13% 4.78%
High Yield Bond NTAFX Neiman Tactical Income A 0% 3 60 0 1.45% 3.73%
High Yield Bond NHSAX Neuberger Berman Short Dur Hi Inc A 0% 3 60 0 1.13% 2.65%
High Yield Bond NPHAX Nomura Partners High Yield A 0% 3 60 0 NA 1.04%
High Yield Bond NSYAX Nuveen Symphony High Yield Bond A 0% 3 60 0 NA 5.96%
High Yield Bond RIMYX Rainier High Yield Original 0% 3 60 0 0.9% 1.48%
High Yield Bond STHYX Wells Fargo Advantage High Income Inv 0% 3 60 0 0.6% 3.99%
High Yield Bond STHBX Wells Fargo Advantage S/T Hi-Yld Bd Inv 0% 3 60 0 0.85% 2.97%
High Yield Bond PHYDX PIMCO High Yield D 0% 3 60 0 0.9% 4.84%
High Yield Bond STHTX RidgeWorth High Income I 0% 3 60 0 0.93% 6.95%
High Yield Bond HYFIX Harbor High-Yield Bond Inv 0% 3 60 0 0.9% 0.88%
High Yield Bond AHYPX American Beacon High Yld Bd Inv 0% 3 60 0 1.1% 5.25%
High Yield Bond ICMYX Intrepid Income 0% 3 60 0 1.15% 1.29%
High Yield Bond NNHIX Nicholas High Income N 0% 3 60 0 0.94% 2.08%
High Yield Bond DSIAX Diamond Hill Strategic Income A 0% 3 60 0 0.92% 6.91%
High Yield Bond PHSDX PIMCO High Yield Spectrum D 0% 3 60 0 0.9% 5.41%
High Yield Bond PHIGX Putnam High Yield A 0% 3 60 0 1% 6.29%
High Yield Bond SSHYX SSgA High Yield Bond Instl 0% 3 60 0 0.74% 4.85%
High Yield Bond AYBDX Allianz AGIC High Yield Bond D 0% 3 60 0 1% 0%
High Yield Bond TFCVX Third Avenue Focused Credit Investor 0% 3 60 0 1.13% 0%
Average Expense Ratio: 0.93%
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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 -0.1% 5.3% -0.6% -0.9% 0.6% 0.8%

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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 -0.8% -0.4% 4.7% 2.5% 2.8% 2.1%

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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 to Create Model Portfolio

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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 78 funds. It covers 1 major asset classes and 4 minor asset classes. The major asset classes it covers are Fixed Income.

All funds have a 90 day minimum holding period,  which is the default option. These funds are no load and no transaction fee funds in Schwab. They have very low minimum of $2500 requirement. 



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