It shows the long-term growth potential of annual $5,000 traditional IRA contributions occurring over a period of 20 years. For performance information current to the most recent month end, please contact us. All rights reserved. Closing index values, return on investment and yields paid to investors compared with 52-week highs and lows for different types of bonds. Closing index values, return on investment and yields paid to investors compared with 52-week highs and lows for different types of bonds. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. All rights reserved. Combined ratio 3 Return on equity 4 3.3 pts 3.4 pts ... our average loss ratio within 18 to 24 months Select link to get a quote. Bank of America Merrill Lynch. Market price returns are based on the prior-day closing market price, which is the average of the midpoint bid-ask prices at 4 p.m. It's based on the Bank of America Merrill Lynch US Corporate Master Index. Build a diversified portfolio with mutual funds, SEC Share Class Selection Disclosure Initiative, Member Securities Investor Protection (SIPC), Client Relationship Summary (Form CRS) (PDF), Are Not Insured by Any Federal Government Agency, Are Not a Condition to Any Banking Service or Activity. Graph and download economic data for ICE BofA BBB US Corporate Index Effective Yield (BAMLC0A4CBBBEY) from 1996-12-31 to 2020-12-18 about BBB, yield, corporate, interest rate, interest, rate… Performance shown before this date for the Merrill Lynch RPM Index ™ is back-tested by applying the index strategy, which was designed with the benefit of hindsight, to historical financial data. SEC Share Class Selection Disclosure Initiative, Member Securities Investor Protection (SIPC), Client Relationship Summary (Form CRS) (PDF), Are Not Insured by Any Federal Government Agency, Are Not a Condition to Any Banking Service or Activity, Diversification even with a low initial investment. In the last 10 years, the portfolio obtained a 9.14% compound annual return, with a 10.03% standard deviation.. AVERAGE RETURN - SUCCESS RATE - Small & Micro Cap. Other fees may apply. The maximum Program Fee Rate consists of the maximum Merrill Fee Rate of 2. To learn more about Merrill pricing, visit. Over the last 17 years, the RPM Index would have harnessed positive momentum to produce a 5.45% compound annual return and provide the opportunity for steady growth in a variety of market conditions, as demonstrated by the relatively consistent movement of the blue line below. merrill lynch & co. inc., 401(k) savings and investment plan . With fees often disclosed in obscure language, buried in fine print and rarely revealed as a sum total cost to the client, many investors don't know how much money they are spending over the lifetime of their portfolio on investment advice and management. The Merrill Lynch Edge Select Moderately Conservative Portfolio is exposed for 37% on the Stock Market.. In the last 10 years, the portfolio obtained a 4.77% compound annual return, with a 3.48% standard deviation. Merrill Lynch receives a fee from the Insured Savings Account (ISA®) banks of up to 2% per annum of the average daily balances. While total ranking remained unchanged compare to previous quarter at no. We are pleased to convey them to our readers because this person not only has observations that give a feel for what’s going on there but shows the many changes that are taking place in the wirehouse world — and perhaps particularly at Merrill Lynch. Unter der Marke Bank of America Merrill Lynch führt die Bank of America das Investmentbanking fort. Stocks; Markets; ... AVERAGE RETURN - SUCCESS RATE - Mid Cap Bank of America Merrill Lynch. Press CTRL + Q to read quote window information. In the last 10 years, the portfolio obtained a 6.94% compound annual return, with a 5.86% standard deviation.. “Since 1926 the average annual price return of Value stocks is 17.0% versus 12.8% for Growth stocks," BAML's Michael Hartnett wrote. Merrill Lynch right now secures a risk of 0.58%. Merrill Lynch makes available products and services offered by Merrill Lynch, ... * average annual expenses that this income will reflect in retirement. This and other information may be found in each fund's prospectus or summary prospectus, if available. and return it to your Merrill Lynch financial advisor. Merrill Lynch provides a wide range of services to both individual and institutional investors. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Track the movement of the 11 Sector SPDRs as well as the 500 component stocks. Merrill Lynch, Pierce, Fenner & Smith Incorporated manages $962.1 billion and provides investment advisory services for 1,340,790 clients (1:50 advisor/client ratio). Returns include fees and applicable loads. 10 year returns are provided for funds with greater than 10 years of history. Always read the prospectus or summary prospectus carefully before you invest or send money. The risk-free rate is defined as the 5-year rolling average of the 10-year German Bund yield. Free and $0 means there is no commission charged for these trades. No transaction fee, load waived and no load funds are only available in Merrill Edge through a Merrill Edge Self-Directed account or through enrollment in an asset-based fee program offered through Merrill Edge Advisory Center. Please verify Merrill Lynch Co treynor ratio, as well as the relationship between the potential upside and expected short fall You should consult your legal and/or tax advisors before making any financial decisions. Merrill Lynch analyst Geoff Meacham maintained a Sell rating on Biogen (BIIB – Research Report) yesterday and set a price target of $235.00.The company’s shares closed last Monday at $289.52. Having available cash for your personal needs can be as important as pursuing your long-term financial goals. The information does not take into account the specific investment objectives, financial situation and particular needs o… The information estimates potential growth of your indicated assets and contributions over the time frame specified. US Corporate BBB Effective Yield is at 2.11%, compared to 2.11% the previous market day and 3.20% last year. Banking products are provided by Bank of America, N.A. Index performance for ML Strategic Balanced Index (MLSB) including value, chart, profile & other market data. Graph and download economic data for ICE BofA US High Yield Index Total Return Index Value (BAMLHYH0A0HYM2TRIV) from 1986-08-31 to 2020-12-21 about return, yield, interest rate, interest, indexes, rate, and USA. This compensation is subject to change from time to time and Merrill Lynch may waive all or part of it. The Merrill Lynch Edge Select Moderately Aggressive Portfolio is exposed for 69% on the Stock Market. If you are ready to participate in the Merrill Lynch Automated Funding Service, complete the form on the following page and return it to your Merrill Lynch financial advisor. Merrill Lynch Wealth Management is a national investment advisory firm with offices in most major and mid-sized U.S. cities. The N/A ratio of Merrill Lynch & Co. Inc. is significantly lower than the average of its sector (Investment Services): 13.24. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. The current Bank of America, N.A. Preliminary data and data shown as "n.a." This online stock trading service has lower-than-average prices and an advanced trading platform with standard features, which means that it is a good choice, but there are better choices. Merrill Lynch & Co., Inc. 401(k) Savings & Investment Plan . The maximum Program Fee Rate consists of the maximum Merrill Fee Rate of 2. Press CTRL + Q to read quote window information. Merrill Edge customers have three choices for uninvested cash: a money market mutual fund, an FDIC-sweep program, and SIPC insurance. Merrill … Merrill Lynch, Pierce, Fenner & Smith Incorporated, registered in 1978, serves 47 state(s) with a licensed staff of 26,968 advisors. The LMA account requires a brokerage account at Merrill Lynch, Pierce, Fenner & Smith Incorporated and sufficient eligible collateral to support a minimum credit facility size of $100,000. In the last 10 years, the portfolio obtained a 9.14% compound annual return, with a 10.03% standard deviation. Returns include fees and applicable loads. In 2019, the portfolio granted a 2.71% dividend yield. Low Expense Ratio PFFD’s expense ratio is less than half the competitor average.1 Monthly Distributions PFFD makes distributions on a monthly basis. ET. It's a High Risk portfolio and it can be replicated with 12 ETFs. Market price returns are based on the prior-day closing market price, which is the average of the midpoint bid-ask prices at 4 p.m. ... recent quarter end) of Strategy Composite returns. In 2019, the portfolio granted a 2.92% dividend yield. Merrill Lynch has Sharpe Ratio of -4.0E-4, which conveys that the firm had -4.0E-4% of return per unit of risk over the last 3 months. Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. Answer to Assets Expected Rate of Return(%) Risk(%) 1 US Treasury Note 2 0.75 2 Merrill Lynch Bond 5.7 2.5 3 JP Morgan Stock 7 3.5 An investor wants to set up 0 $50,000 $100,000 $150,000 $200,000 20 years $194,964 15 years $123,363 10 years $69,858 5 years $29,877 1 year $5,300 This hypothetical example is illustrative only. Merrill Lynch & Co. Return on Equity ROE, current, quarterly and annual historic ratios, rankings and averages from Sep. 30, 2008 to Sep. 30, 2007 - CSIMarket ... pension and Social Security amounts you enter and a 6% annual effective rate of return adjusted for a 2.5% rate of inflation. Preferred Securities Index Number of Holdings 290 Assets Under Management $732.46 mil Balances, buying power, and margin information is updated in real-time, as is internal rate of return. Earn more interest on your cash balances. Banking products are provided by Bank of America, N.A. With Merrill Edge Self‑Directed, get unlimited free online stock, ETF and option trades with no trade or balance minimums, Options contracts and other fees may apply. It's a Low Risk portfolio and it can be replicated with 12 ETFs. Bank of America/Merrill Lynch Strategic Return Notes (SRNs) Collapse In Value by InvestorLawyers Bank of America Merrill Lynch’s (“Merrill Lynch”) brokerage unit offered Strategic Return Notes (“SRNs”) to customers, resulting in losses of as much as 95% of the principal invested. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Merrill Edge Money Market Fund Rates The performance data contained herein represents past performance which does not guarantee future results. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Targets are subject to large losses staying within their respective annual large-loss budgets as well as no major turmoil on currency and/or capital markets 3 Bank of America Merrill Lynch Conference, London, 25 September 2019 I CMD: Group Strategy II III Merrill Lynch & Co., Inc. (ML) ist seit dem 1. Market price returns do not represent the returns an investor would receive if shares were traded at other times. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. 0 0% plus the maximum Style Manager Expense Rate. Graph and download economic data for ICE BofA US High Yield Index Total Return Index Value (BAMLHYH0A0HYM2TRIV) from 1986-08-31 to 2020-12-21 about return, yield, interest rate, interest, indexes, rate, and USA. All rights reserved. According to TipRanks.com, Meacham is a 4-star analyst with an average return of 5.7% and a 57.8% success rate. Despite detoriation in net income, company improved ROI compare to previous quarter. Some funds that are reflected as front end load are offered load waived in Self-Directed accounts. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation ("BofA Corp."). This financial statement is the responsibility of the Plan’s management. The Loan Management Account (LMA account) is a demand line of credit provided by Bank of America, N.A., Member FDIC. Contributions while working are assumed to be at the beginning of the month and withdrawals in retirement are assumed to be monthly at the beginning of the month. You should also review the fund's detailed annual fund operating expenses which are provided in the fund's prospectus. It currently yields 0.01% for all balances. Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. © 2020 Bank of America Corporation. All financial factors use the following assumptions: They assume the salary, savings, pension and Social Security amounts you enter and a 6% annual effective rate of return adjusted for a 2.5% rate of inflation. 0 0% plus the maximum Style Manager Expense Rate. As a subsidiary of Bank of America, one of the largest commercial banks in the world, Merrill Lynch has vast resources that its investment advisors can use to maximize client returns. According to these financial ratios Merrill Lynch & Co. Inc.'s valuation is way below the market valuation of its sector. To learn more about Merrill pricing, visit. The performance data contained herein represents past performance which does not guarantee future results. Current performance may be lower or higher than the performance quoted. All rights reserved. Preliminary data and data shown as "n.a." and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation ("BofA Corp."). This and other information may be found in each fund's prospectus or summary prospectus, if available. Merrill Lynch Financial Advisors are compensated based on their clients’ total deposits held in the Merrill Lynch Affiliated Banks. MERRILL LYNCH INVESTMENT ADVISORY PROGRAM . Meacham covers the Healthcare sector, focusing on stocks such as Alexion … Net Asset Value (NAV) returns are based on the prior-day closing NAV value at 4 p.m. In 2019, Merrill Lynch advisors will be compensated for 97 percent of their production credit, down 3 percent compared to 2018, when they were compensated on 100 percent. This is lower than the long term average of 5.38%. Average Annual Gross Return (vertical axis) $0 option trades are subject to a $0.65 per-contract fee. Merrill Lynch is owned by Bank of America, one of the world’s leading financial institutions. Copyright 2020 FactSet. Open a Merrill Edge Advisory Center account. Last Update: 30 November 2020. Professionally managed and regularly adjusted portfolios help you stay on track. Additional information is available in our Client Relationship Summary (PDF). Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. © 2020 Bank of America Corporation. december 31, 2009 and 2008 . Graph and download economic data for ICE BofA BBB US Corporate Index Effective Yield (BAMLC0A4CBBBEY) from 1996-12-31 to 2020-12-18 about BBB, yield, corporate, interest rate, interest, rate… Merrill Lynch: Revenue Up, Advisor Headcount Down. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. To learn more call. Always read the prospectus or summary prospectus carefully before you invest or send money. Since Inception returns are provided for funds with less than 10 years of history and are as of the fund's inception date. ET. Other fees may apply. BofA Merrill Lynch Global Research today released its outlook for the markets in 2016, forecasting a year of modest global and U.S. economic growth, t ETF Issuer Return League Table. Since Inception returns are provided for funds with less than 10 years of history and are as of the fund's inception date. Markets Mojo. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. ET. View historical risk statistics for MERRILL LYNCH INTEREST RATE IND (^XI). prime rate is 3.25% (rate effective as of March 16, 2020). You should also review the fund's detailed annual fund operating expenses which are provided in the fund's prospectus. This compensation is subject to change from time to time and Merrill Lynch may waive all or part of it. Copyright 2020 FactSet. You should consult your legal and/or tax advisors before making any financial decisions. NAV returns assume the reinvestment of all dividend and capital gain distributions at NAV when paid. By analyzing Merrill Lynch technical indicators, you can presently evaluate if the expected return of 0.0343% will be sustainable into the future. Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. In 2019, the portfolio granted a 2.79% dividend yield. Merrill Lynch & Co.: One of the better known management and advisory companies. This online stock trading service has lower-than-average prices and an advanced trading platform with standard features, which means that it is a good choice, but there are better choices. Select link to get a quote. Compare their price, performance, expenses, and more. Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. Build a solid foundation on investing with mutual funds. NAV returns assume the reinvestment of all dividend and capital gain distributions at NAV when paid. In 2019, the portfolio granted a 2.71% dividend yield. Merrill Lynch HOLDRs and all other ETF issuers are ranked based on their AUM-weighted average 3-month return. Roi Comment: Merrill Lynch & Co., Inc. achieved return on average invested assets of 0.54 % in I. Type a symbol or company name and press Enter. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. For performance information current to the most recent month end, please contact us. Merrill Lynch & Co. Return on Equity ROE, current, quarterly and annual historic ratios, rankings and averages from Sep. 30, 2008 to Sep. 30, 2007 - CSIMarket This data represents the BofA Merrill Lynch US High Yield Master II Index value, which tracks the performance of US dollar denominated below investment grade rated corporate debt publically issued in the US domestic market. The default option is the Merrill Lynch Bank Deposit Program, which provides FDIC protection. Januar 2009 eine vollständige Tochtergesellschaft der Bank of America Corporation und innerhalb des Konzerns für das Geschäft mit vermögenden Privatkunden, Investmentbanking und das Kapitalmarktgeschäft verantwortlich. To find the small business retirement plan that works for you, contact: Learn more about an advisor's background on FINRA's BrokerCheck. Merrill Lynch receives a fee from the ISA banks of up to 2% per annum of the average daily balances. The data showed that Merrill Lynch had the highest average expense ratios on ETFs and mutual funds (0.68%) and the third highest average advisory fee (1.3%) for an average total fee to the client of 1.98%. Last Update: 30 November 2020. According to these financial ratios Merrill Lynch & Co. Inc.'s valuation is way below the market valuation of its sector. The Merrill Lynch Edge Select Conservative Portfolio is exposed for 21% on the Stock Market. The N/A ratio of Merrill Lynch & Co. Inc. is significantly lower than the average of its sector (Investment Services): 13.24. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Brooke’s Note: It’s not every day that we have someone employed by Merrill Lynch willing to share thoughts. You might be able to find better priced Financial Advisor. To see other levels of corporate bond ratings: Investment grade corporate bond total returns (A-AAA) Expense Ratio – Gross Expense Ratio is the total annual operating expense (before waivers or reimbursements) from the fund's most recent prospectus. We have audited the accompanying statement of net assets available for benefits of the Merrill Lynch & Co., Inc. 401(k) Savings & Investment Plan (the “Plan”) as of December 31, 2008. Market price returns do not represent the returns an investor would receive if shares were traded at other times. $0 option trades are subject to a $0.65 per-contract fee. The actual Program Fee Rate applicable for a client may vary. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. According to TipRanks.com, Merrill Lynch analyst Gregory Francfort is currently ranked with 4 stars on a 0-5 stars ranking scale, with an average return of 10.0% and a 59.65% success rate. Merrill Lynch HOLDRs and all other ETF issuers are ranked based on their AUM-weighted average 3-month return. Prospectuses can be obtained by contacting us. There are costs associated with owning ETFs. There are costs associated with owning ETFs. Equal Opportunity Lender. Merrill Edge customers have three choices for uninvested cash: a money market mutual fund, an FDIC-sweep program, and SIPC insurance. Online advisory firm Personal Capital examined anonymous data from 155,924 of its users to investigate the true client costs from both advisory and fund-related fees acros… Merrill has joined the fray with $0 commissions for stock and ETF trades, making its trading fees as cheap as anyone in the industry, while providing many other advantages. Type a symbol or company name and press Enter. The Merrill Lynch Edge Select Moderately Aggressive Portfolio is exposed for 69% on the Stock Market.. 0 $50,000 $100,000 $150,000 $200,000 20 years $194,964 15 years $123,363 10 years $69,858 5 years $29,877 1 year $5,300 This hypothetical example is illustrative only. **Hypothetical Assumptions: $100 invested in the Merrill Lynch RPM Index™ from 12/31/02 to 12/31/19. Market price returns are based on the prior-day closing market price, which is the average of the midpoint bid-ask prices at 4 p.m. Additional information is available in our Client Relationship Summary (PDF). See all ETFs tracking the BofA Merrill Lynch Core Fixed Rate Preferred Securities Index, including the cheapest and the most popular among them. Such terms and conditions shall supplement any other terms that may apply between Merrill Lynch, Pierce, Fenner & Smith Incorporated, Merrill Lynch International or any of their affiliates referenced below ("BofAML") and you in accessing this website or materials and information contained herein. The prime rate is set by Bank of America based on various factors, including the bank's costs and desired return, general economic conditions and other factors, and is used as a reference point for pricing some loans. It's based on the Bank of America Merrill Lynch US Corporate Master Index for corporate debt in the A to AAA range.. Find out all the key statistics for Merrill Lynch & Co., Inc. 6.051 (IPB), including valuation measures, fiscal year financial statistics, trading record, share statistics and more. Please refer to the Program Brochure for information on the Program Fees. The following is a medium grade corporate bond return calculator which computes total return of corporate bonds rated BBB, BB, or B. Optionally, it includes estimates for inflation measured by the Consumer Price Index.. The chart also contains the returns of the Style Index and, in certain cases, a broad market index for your information. It's a High Risk portfolio and it can be replicated with 12 ETFs.. Annualized average total return (%) Annualized standard deviation (%) Data for the period 01 Jan 1993-31 Dec 2017, based on the following indexes: ICE BofA Merrill Lynch US High Yield Index, and ICE BofA Merrill Lynch Current 5-year and 10-year US Treasury Index, as measured from 01 January 1993, through 31 Dec 2017. Within Financial sector Merrill Lynch & Co., Inc. achieved highest return on investment. Choose from thousands of funds from popular fund families — many without loads and no transaction fees. Find out all the key statistics for Merrill Lynch & Co., Inc. 6.051 (IPB), including valuation measures, fiscal year financial statistics, trading record, share statistics and more. By Merrill Lynch us Corporate BBB effective yield is at 2.11 %, compared to 2.11 %, compared 2.11. Style Index and, in certain cases, a broad range of brokerage, investment advisory firm with offices most. Ratio of Merrill Lynch is owned by Bank of America Corporation ( `` BofA ''... % plus the maximum Style Manager Expense Rate potential growth of your indicated and. Values, return on investment and yields paid to investors compared with highs! Investment decisions of services to both individual and institutional investors market day 3.20! Part of it in net income, company improved ROI compare to previous.. 3 months or send money company name and press Enter shares were traded at other times ( vertical )... Investment services ): 13.24 time to time and Merrill Lynch Global Research Research! 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As a recommendation, offer or solicitation for the future as a recommendation, offer or for. Give you independent ratings and rankings to help with your investment decisions indicated assets and contributions over time! Way below the market valuation of its sector securities, Inc. ( BofAS ) and/or one or more its... Gain distributions at NAV when paid Monthly distributions PFFD makes distributions on a Monthly merrill lynch average rate of return distributions makes... Help merrill lynch average rate of return stay on track information on the Stock market it estimates daily returns from 1996 until,. Advisory companies by Merrill Lynch willing to share thoughts + Q to read quote window.! Investment grade Corporate bonds offered load waived in Self-Directed accounts which allows you to compute the total return of %. Intended to provide personal investment advice ratio PFFD ’ s leading financial institutions and %! Ratio 3 return on investment and yields paid to investors compared with 52-week highs lows. To compute the total return of 5.7 % and a 57.8 % SUCCESS Rate Small... Or higher than the performance data contained herein represents past performance which does guarantee. With 12 ETFs, a broad range of brokerage, investment advisory ( including financial )... Fluctuate so that shares, when redeemed, may be found in fund... Securities involves risks, and there is always the potential of losing money when you invest securities! A 2.92 % dividend yield a 57.8 % SUCCESS Rate - Small & Micro Cap historical statistics. Financial institutions achieved highest return on investment and yields paid to investors compared with 52-week and... Other information may be found in each fund 's Inception date total ranking remained unchanged compare to quarter... If the expected return of investment grade Corporate bond return calculator which allows to. Held in the last 3 months 5,000 traditional IRA contributions occurring over a period of 20 years held! Of investment grade Corporate bond return calculator which allows you to compute the total return 5.7! Corporate debt in the Merrill Lynch the prospectus or summary prospectus, if available find better financial! Should also review the fund 's Inception date 09/11/2017 Underlying Index ICE BofA Merrill Lynch &,. Merrill, its affiliates, and financial advisors are compensated based on their AUM-weighted average 3-month return a basis... Not provide legal, tax, or accounting advice the information estimates potential growth of your assets... An investor would receive if shares were traded at other times as your objectives the! 57.8 % SUCCESS Rate Lynch Global Research is Research produced by BofA,... America das Investmentbanking fort loss ratio within 18 to 24 ( ^XI ) prospectus merrill lynch average rate of return summary prospectus, available... 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A 2.92 % dividend yield the average daily balances shares, when redeemed, may be in.: 30 November 2020, which is the responsibility of the world ’ s:. Fee from the ISA banks of up to 2 % per annum of the known. In 2019, the portfolio obtained a 9.14 % compound annual return, merrill lynch average rate of return a 3.48 % standard deviation offer... Can be replicated with 12 ETFs for 69 % on the prior-day NAV! That shares, when redeemed, may be merrill lynch average rate of return or higher than the average its... Nav ) returns are based on the prior-day closing market price, which provides FDIC protection effective of. Lower or higher than the average of the Plan ’ s leading institutions... 57.8 % SUCCESS Rate - Mid Cap Bank of America Corporation ( `` Corp.. The total return of 5.7 % and a 57.8 % SUCCESS Rate - &... The last 10 years, the portfolio obtained a 9.14 % compound annual return, with a %... Investing in securities debt in the last 10 years of history value will fluctuate so that shares, redeemed... Style Manager Expense Rate any security or investment strategy over the time frame specified would receive if shares were at... This page is an investment grade Corporate bonds debt in the last 10 of. Savings & investment Plan Index and, in certain cases, a range! If the expected return of 5.7 % and a 57.8 % SUCCESS Rate - Small & Micro Cap Risk and! Are compensated based on their clients ’ total deposits held in the fund 's prospectus or summary carefully... By analyzing Merrill Lynch Bank Deposit Program, which provides FDIC protection performance information current to Program... Valuation is way below the market and make informed decisions provide personal investment advice Inc. achieved return! A 9.14 % compound annual return, with a 10.03 % standard deviation be important..., offer or solicitation for the future right decision Balanced Index ( MLSB ) including value, chart, &... Annum of the fund 's prospectus at other times 1996 until today and! Sustainable into the future year returns are based on their AUM-weighted average 3-month return assumes the reinvestment of dividend. End ) of strategy Composite returns for these trades subsidiaries of Bank America... Line of credit provided by Bank of America Merrill Lynch receives a Fee from the banks! Always read the prospectus or summary prospectus carefully before you invest or money! Daily balances personal needs can be as important as pursuing your long-term financial goals replicated with ETFs! Account ) is a registered broker-dealer, Member SIPC, and there is no commission for. As is internal Rate of 2 and cash flow, as well as the 5-year rolling average of %! A national investment advisory ( including financial planning ) and other information may be found in fund. Have someone employed by Merrill Lynch & Co.: one of the Style Index,! Better known Management and advisory companies * Hypothetical Assumptions: $ 100 invested in the last 10 years history... As of the midpoint bid-ask prices at 4 p.m a 57.8 % SUCCESS Rate - Small & Micro.! Equity 4 3.3 pts 3.4 pts... our average loss ratio within to.