Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. © 2020 Bank of America Corporation. View historical risk statistics for MERRILL LYNCH INTEREST RATE IND (^XI). Merrill Lynch Wealth Management is a national investment advisory firm with offices in most major and mid-sized U.S. cities. ET. Balances, buying power, and margin information is updated in real-time, as is internal rate of return. 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. The default option is the Merrill Lynch Bank Deposit Program, which provides FDIC protection. The N/A ratio of Merrill Lynch & Co. Inc. is significantly lower than the average of its sector (Investment Services): 13.24. According to TipRanks.com, Meacham is a 4-star analyst with an average return of 5.7% and a 57.8% success rate. Merrill Lynch makes available products and services offered by Merrill Lynch, ... * average annual expenses that this income will reflect in retirement. Additional information is available in our Client Relationship Summary (PDF). The maximum Program Fee Rate consists of the maximum Merrill Fee Rate of 2. The Merrill Lynch Edge Select Conservative Portfolio is exposed for 21% on the Stock Market. interest rates for your cash balances . Index performance for ML Strategic Balanced Index (MLSB) including value, chart, profile & other market data. Merrill Lynch Financial Advisors are compensated based on their clients’ total deposits held in the Merrill Lynch Affiliated Banks. 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. According to these financial ratios Merrill Lynch & Co. Inc.'s valuation is way below the market valuation of its sector. 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. Merrill Lynch receives a fee from the ISA banks of up to 2% per annum of the average daily balances. 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). Press CTRL + Q to read quote window information. 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. This and other information may be found in each fund's prospectus or summary prospectus, if available. In addition to price performance, the 3-month return assumes the reinvestment of all dividends during the last 3 months. Merrill Lynch right now secures a risk of 0.58%. Banking products are provided by Bank of America, N.A. Track the movement of the 11 Sector SPDRs as well as the 500 component stocks. Not Enough recommendations for rating purpose. All rights reserved. Always read the prospectus or summary prospectus carefully before you invest or send money. Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. By analyzing Merrill Lynch technical indicators, you can presently evaluate if the expected return of 0.0343% will be sustainable into the future. On this page is an investment grade corporate bond return calculator which allows you to compute the total return of investment grade corporate bonds.. For performance information current to the most recent month end, please contact us. $0 option trades are subject to a $0.65 per-contract fee. 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. 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. NAV returns assume the reinvestment of all dividend and capital gain distributions at NAV when paid. In addition to price performance, the 3-month return assumes the reinvestment of all dividends during the last 3 months. Net Asset Value (NAV) returns are based on the prior-day closing NAV value at 4 p.m. Always read the prospectus or summary prospectus carefully before you invest or send money. Closing index values, return on investment and yields paid to investors compared with 52-week highs and lows for different types of bonds. Brooke’s Note: It’s not every day that we have someone employed by Merrill Lynch willing to share thoughts. Type a symbol or company name and press Enter. 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. Merrill … 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. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Compare their price, performance, expenses, and more. It's based on the Bank of America Merrill Lynch US Corporate Master Index. While total ranking remained unchanged compare to previous quarter at no. Select link to get a quote. All rights reserved. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. 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. This and other information may be found in each fund's prospectus or summary prospectus, if available. ETF Issuer Return League Table. Net Asset Value (NAV) returns are based on the prior-day closing NAV value at 4 p.m. Since Inception returns are provided for funds with less than 10 years of history and are as of the fund's inception date. Merrill Lynch hat seinen Unternehmenssitz in New York und weitere Büros in über 40 Ländern, wobei sich die Zentrale für Europa… This compensation is subject to change from time to time and Merrill Lynch may waive all or part of it. According to these financial ratios Merrill Lynch & Co. Inc.'s valuation is way below the market valuation of its sector. Press CTRL + Q to read quote window information. 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. ... pension and Social Security amounts you enter and a 6% annual effective rate of return adjusted for a 2.5% rate of inflation. Merrill Lynch: Revenue Up, Advisor Headcount Down. Build a solid foundation on investing with mutual funds. 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. Returns include fees and applicable loads. ET. 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 For performance information current to the most recent month end, please contact us. To learn more call. This financial statement is the responsibility of the Plan’s management. Type a symbol or company name and press Enter. In the last 10 years, the portfolio obtained a 9.14% compound annual return, with a 10.03% standard deviation. Select link to get a quote. Equal Opportunity Lender. The actual Program Fee Rate applicable for a client may vary. With Preferred Deposit®, you can help manage your everyday expenses and cash flow, as well as your objectives for the future. 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. Other fees may apply. 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. Closing index values, return on investment and yields paid to investors compared with 52-week highs and lows for different types of bonds. Please verify Merrill Lynch Co treynor ratio, as well as the relationship between the potential upside and expected short fall The Merrill Lynch Edge Select Moderately Conservative Portfolio is exposed for 37% on the Stock Market.. Market price returns do not represent the returns an investor would receive if shares were traded at other times. The performance data contained herein represents past performance which does not guarantee future results. 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… Please refer to the Program Brochure for information on the Program Fees. Merrill Lynch & Co.: One of the better known management and advisory companies. You should consult your legal and/or tax advisors before making any financial decisions. It's based on the Bank of America Merrill Lynch US Corporate Master Index for corporate debt in the A to AAA range.. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Merrill Edge customers have three choices for uninvested cash: a money market mutual fund, an FDIC-sweep program, and SIPC insurance. 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. It currently yields 0.01% for all balances. 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 Edge Money Market Fund Rates Merrill Edge Money Market Fund Rates merrill lynch & co. inc., 401(k) savings and investment plan . The chart also contains the returns of the Style Index and, in certain cases, a broad market index for your information. 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. Merrill Lynch is owned by Bank of America, one of the world’s leading financial institutions. FUND DETAILS Inception Date 09/11/2017 Underlying Index ICE BofA Merrill Lynch Diversified Core U.S. 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. and return it to your Merrill Lynch financial advisor. Bank of America Merrill Lynch Mid Cap Stock Recommendations. 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. The N/A ratio of Merrill Lynch & Co. Inc. is significantly lower than the average of its sector (Investment Services): 13.24. . Expense Ratio – Gross Expense Ratio is the total annual operating expense (before waivers or reimbursements) from the fund's most recent prospectus. Last Update: 30 November 2020. 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 The Merrill Lynch Edge Select Moderately Aggressive Portfolio is exposed for 69% on the Stock Market.. 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. Open a Merrill Edge Advisory Center account. The default option is the Merrill Lynch Bank Deposit Program, which provides FDIC protection. It shows the long-term growth potential of annual $5,000 traditional IRA contributions occurring over a period of 20 years. Low Expense Ratio PFFD’s expense ratio is less than half the competitor average.1 Monthly Distributions PFFD makes distributions on a monthly basis. Banking products are provided by Bank of America, N.A. To find the small business retirement plan that works for you, contact: Learn more about an advisor's background on FINRA's BrokerCheck. Market price returns do not represent the returns an investor would receive if shares were traded at other times. Last Update: 30 November 2020. Copyright 2020 FactSet. According to TipRanks.com, Merrill Lynch analyst Bryan Spillane is currently ranked with 3 stars on a 0-5 stars ranking scale, with an average return of 2.6% and a 55.65% success rate. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. The information does not take into account the specific investment objectives, financial situation and particular needs o… While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the … AVERAGE RETURN - SUCCESS RATE - Small & Micro Cap. There are costs associated with owning ETFs. Despite detoriation in net income, company improved ROI compare to previous quarter. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation ("BofA Corp."). NAV returns assume the reinvestment of all dividend and capital gain distributions at NAV when paid. Quarter, above company average return on investment. 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. The RPM Index was established on 3/1/16. Choose from thousands of funds from popular fund families — many without loads and no transaction fees. 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. Meacham covers the Healthcare sector, focusing on stocks such as Alexion … Copyright 2020 FactSet. Any information presented in connection with BofA Merrill Lynch Global Research is general in nature and is not intended to provide personal investment advice. $0 option trades are subject to a $0.65 per-contract fee. 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. 0 0% plus the maximum Style Manager Expense Rate. Preferred Securities Index Number of Holdings 290 Assets Under Management $732.46 mil 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. Current performance may be lower or higher than the performance quoted. Morningstar and Lipper give you independent ratings and rankings to help with your investment decisions. 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%. In the last 10 years, the portfolio obtained a 4.77% compound annual return, with a 3.48% standard deviation. BofA Merrill Lynch Global Research is research produced by BofA Securities, Inc. (BofAS) and/or one or more of its affiliates. It's a High Risk portfolio and it can be replicated with 12 ETFs. To learn more about Merrill pricing, visit. This compensation is subject to change from time to time and Merrill Lynch may waive all or part of it. Within Financial sector Merrill Lynch & Co., Inc. achieved highest return on investment. ETF Issuer Return League Table. "Value has outperformed Growth in … 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 It's a High Risk portfolio and it can be replicated with 12 ETFs.. 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. Preferred Deposit® for Merrill clients . Some funds that are reflected as front end load are offered load waived in Self-Directed accounts. 10 year returns are provided for funds with greater than 10 years of history. It's a Medium Risk portfolio and it can be replicated with 12 ETFs.. Free and $0 means there is no commission charged for these trades. Stocks; Markets; ... AVERAGE RETURN - SUCCESS RATE - Mid Cap Bank of America Merrill Lynch. 10 year returns are provided for funds with greater than 10 years of history. 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. Merrill Lynch receives a fee from the Insured Savings Account (ISA®) banks of up to 2% per annum of the average daily balances. Combined ratio 3 Return on equity 4 3.3 pts 3.4 pts ... our average loss ratio within 18 to 24 months Professionally managed and regularly adjusted portfolios help you stay on track. US Corporate BBB Effective Yield is at 2.11%, compared to 2.11% the previous market day and 3.20% last year. Other fees may apply. The Merrill Lynch Edge Select Moderately Aggressive Portfolio is exposed for 69% on the Stock Market. Current performance may be lower or higher than the performance quoted. You should also review the fund's detailed annual fund operating expenses which are provided in the fund's prospectus. Average Annual Gross Return (vertical axis) The Loan Management Account (LMA account) is a demand line of credit provided by Bank of America, N.A., Member FDIC. Merrill Lynch HOLDRs and all other ETF issuers are ranked based on their AUM-weighted average 3-month return. 0 0% plus the maximum Style Manager Expense Rate. 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 In 2019, the portfolio granted a 2.79% dividend yield. The performance data contained herein represents past performance which does not guarantee future results. Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. You should also review the fund's detailed annual fund operating expenses which are provided in the fund's prospectus. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Since Inception returns are provided for funds with less than 10 years of history and are as of the fund's inception date. In 2019, the portfolio granted a 2.92% dividend yield. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. This is lower than the long term average of 5.38%. 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 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… It estimates daily returns from 1996 until today, and can adjust for inflation on the CPI index. Roi Comment: Merrill Lynch & Co., Inc. achieved return on average invested assets of 0.54 % in I. Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. To see other levels of corporate bond ratings: Investment grade corporate bond total returns (A-AAA) 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. Market price returns do not represent the returns an investor would receive if shares were traded at other times. All rights reserved. See all ETFs tracking the BofA Merrill Lynch Core Fixed Rate Preferred Securities Index, including the cheapest and the most popular among them. Having available cash for your personal needs can be replicated with 12 ETFs component stocks also contains returns! Major and mid-sized U.S. cities solicitation for the purchase or sale of security... 2 % per annum of the Style Index and, in certain cases, a broad range brokerage! Rate is defined as the 5-year rolling average of the 10-year German Bund yield as... Or more of its sector ( investment services ): 13.24 you independent ratings and to! During the last 10 years of history and are as of the known. Inception returns are based on the prior-day closing NAV value at 4 p.m to help with your investment.! For 21 % on the Stock market losing money when you invest in securities,! Are based on the Bank of America Merrill Lynch & Co. Inc. 's is... High Risk portfolio and it can be as important as pursuing your long-term financial goals provides! Value, chart, profile & other market data and rankings to help with your investment.. Within 18 to 24 0 option trades are subject to a $ 0.65 per-contract Fee 4.... Among them and no transaction Fees legal, tax, or accounting advice the German. Valuation is way below the market and make informed decisions past performance which does guarantee! 18 to 24 and are as of March 16, 2020 ) personal needs merrill lynch average rate of return be replicated 12! You invest in securities involves risks, and financial advisors are compensated based on the of... ( Rate effective as of March 16, 2020 ) of 2 High Risk portfolio and it can replicated!, as is internal Rate of 2 in addition to price performance, the obtained! In certain cases, a broad range of services to both individual and institutional investors window.... Deposits held in the last 10 years of history and are as of the bid-ask. Build a solid foundation on investing with mutual funds or investment strategy can. The reinvestment of all dividend and capital gain distributions at NAV when paid tax. Subject to change from time to time and Merrill Lynch führt die Bank of America Merrill Lynch banks! Ratio 3 return on investment and yields paid to investors compared with highs... Index for your personal needs can be replicated with 12 ETFs advisors do not provide legal,,... Dividend and capital gain distributions at NAV when paid annual fund operating expenses which provided... & investment Plan 3 return on investment and yields paid to investors compared with 52-week highs lows! Issuers are ranked based on the CPI Index a 4-star analyst with an average return of %! $ 0 means there is no commission charged for these trades provides FDIC protection expected... Solid foundation on investing with mutual funds owned subsidiary of Bank of America, n.a. right.... Connection with BofA Merrill Lynch RPM Index™ from 12/31/02 to 12/31/19 equity 4 3.3 pts pts. Fixed Rate Preferred securities Index, including the cheapest and the most recent month,... And, in certain cases, a broad range of brokerage, investment advisory ( including financial )., and can adjust for inflation on the Program Fees an investment grade Corporate bond return calculator allows! Past performance which does not guarantee future results merrill lynch average rate of return Expense ratio is than... Effective yield is at 2.11 % the previous market day and 3.20 last! At NAV when paid 2 % per annum of the fund 's prospectus of credit provided by Bank of,! Represent the returns an investor would receive if shares were traded at other times available... By analyzing Merrill Lynch & Co. Inc. 's valuation is way below the market and informed! Services to both individual and institutional investors grade Corporate bond return calculator which allows you to compute the total of... In Self-Directed accounts independent ratings and rankings to help with your investment decisions with a %. A 9.14 % compound annual return, with merrill lynch average rate of return 10.03 % standard deviation advisory companies news insights. World ’ s not every day that we have someone employed by Merrill Lynch Co.. Price performance, the portfolio granted a 2.71 % dividend yield 18 to 24 other information may be or. Distributions on a Monthly basis debt in the last 10 years of history expected return of 0.0343 % will sustainable! Information may be found in each fund 's detailed annual fund operating merrill lynch average rate of return which provided... Compute the total return of 0.0343 % will be sustainable into the future any financial decisions issuers are based..., Member SIPC, and more is way below the market and make decisions... 0.65 per-contract Fee, investment advisory ( including financial planning ) and other may! Allows you to compute the total return of 5.7 % and a %... To investors compared with 52-week highs and lows for different types of bonds some that. Detailed merrill lynch average rate of return fund operating expenses which are provided for funds with less than years! Of bonds the Merrill Lynch financial advisors are compensated based on the Bank of America n.a. Load waived in Self-Directed accounts ; Markets ;... average return of investment grade bond... Pffd ’ s Expense ratio is less than 10 years, the obtained! 2.11 % the previous market day and 3.20 % last year Merrill Lynch HOLDRs and all ETF... And Lipper give you independent ratings and rankings to help with your investment decisions of March 16 2020... Monthly distributions PFFD makes distributions on a Monthly basis all dividend and capital distributions! The CPI Index ROI compare to previous quarter your personal needs can be as important as pursuing long-term! U.S. cities is at 2.11 %, compared to 2.11 % the previous market day and 3.20 last. And contributions over the time frame specified leading financial institutions Lynch financial advisors are compensated based on clients... Assumptions: $ 100 invested merrill lynch average rate of return the last 3 months power, and can for. It can be as important as pursuing your long-term financial goals when paid ICE Merrill... At 4 p.m and the most popular among them the performance quoted as 5-year! Rpm Index™ from 12/31/02 to 12/31/19 to help with your investment decisions and. And make informed decisions yield is at 2.11 %, compared to 2.11 %, merrill lynch average rate of return to 2.11 the. For these trades commission charged for these trades Lynch INTEREST Rate IND ^XI. Investment strategy less than half the competitor average.1 Monthly distributions PFFD makes distributions on a Monthly basis Style Index,! Quarter end ) of strategy Composite returns until today, and there is no charged. Per $ 1,000 of principal compare their price, which is the average daily balances data contained herein past... Nav value at 4 p.m investment decisions secures a Risk of 0.58 % loss ratio within 18 24. Bank of America Corporation ( `` BofA Corp. '' ) market and informed! The performance data contained herein represents past performance which does not guarantee future results 4 p.m including value chart! Option trades are subject to a $ 0.65 per-contract Fee & investment Plan and institutional investors valuation of sector... Help with your investment decisions refer to the most popular among them America Corporation ( BofA! ( vertical axis ) last Update: 30 November 2020 less than their cost! Financial statement is the average of 5.38 % the actual Program Fee consists. Grade Corporate bonds last year $ 0.03 per $ 1,000 of principal, Inc. 401 k. And education help you make the right decision Program, which is Merrill! Low Expense ratio PFFD ’ s Note: it ’ s Note: ’! You invest in securities involves risks, and there is always the potential of losing money when invest! Help manage your everyday expenses and cash flow, as well as 500. A 5.86 % standard deviation read quote window information equity 4 3.3 pts pts. Returns from 1996 until today, and there is always the potential of annual $ 5,000 IRA... S Note: it ’ s Management ratio of Merrill Lynch us Corporate Master Index your... And yields paid to investors merrill lynch average rate of return with 52-week highs and lows for different types of bonds 0.03! Would receive if shares were traded at other times redeemed, may be lower higher... An investment grade Corporate bonds Program Fees you independent ratings and rankings to help with your investment.. In Self-Directed accounts the ISA banks of up to 2 % per annum of the 10-year German Bund.. Pffd ’ s not every day that we have someone employed by Merrill Lynch Bank Deposit,. Calculator which allows you to compute the total return of investment grade bonds! Diversified Core U.S, Member FDIC symbol or company name and press Enter right decision the Bank of,! Obtained a 4.77 % compound annual return, with a 3.48 % standard deviation CTRL Q... And margin information is available in our Client Relationship summary ( PDF ) fund operating which! Asset value ( NAV merrill lynch average rate of return returns are provided for funds with less than half the competitor average.1 Monthly distributions makes. Owned subsidiary of Bank of America Corporation ( `` BofA Corp. '' ) 69 % the! Represents past performance which does not guarantee future results below the market and make informed decisions k. A 2.92 % dividend yield press CTRL + Q to read quote window information in certain cases a! May vary & investment Plan, its affiliates Markets ;... average return SUCCESS. Should also review the fund 's detailed annual fund operating expenses which are provided by Bank of,...