Merrill Edge Select Portfolios - Merrill Lynch Login
Merrill Edge Select? Portfolios
Portfolio management by Merrill Lynch?
MerrillEdge Select? Portfolios
As an individual investor, sorting through the multitude of available mutual funds and exchange-traded funds (ETFs) can be overwhelming. Fluctuations in the market, emerging trends and often-conflicting analyses can make the task even more daunting.
With so much to consider, many investors can end up making the same common mistakes: u Overreacting to recent market events u Chasing top-performing funds u Holding on to funds for too long u Not allocating appropriately
Merrill Lynch? investment professionals1 doing the work for you
If you want a professional to manage your investments for you, consider MerrillEdge Select Portfolios. Work with a MerrillEdge Financial Solutions AdvisorTM to select a diversified portfolio that aligns with your goals, risk tolerance, liquidity needs and time horizon, then rely on Merrill Lynch investment professionals to regularly monitor and adjust the portfolios--so you don't have to.
Diversification, asset allocation and rebalancing do not ensure a profit or protect against loss in declining markets. As with other investments, mutual funds and ETFs are subject to market conditions and other associated risks. There is no guarantee that any specific fund or investment strategy will meet its investment objectives.
Investment products:
Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
Managing fluctuations in performance across asset classes
Because of continually shifting market trends, which cause year-to-year performance fluctuations for every asset class, portfolio managers work to anticipate trends and reallocate and select investments accordingly.
Best
2007
Large Cap Growth 11.81%
2008
Fixed Income 6.20%
2009
Large Cap Growth 37.21%
2010
Small Cap Growth 29.09%
2011
Fixed Income 7.80%
2012
Small Cap Value
18.05%
2013
Small Cap Growth 43.30%
2014
Large Cap Value
13.45%
2015
Large Cap Growth 5.67%
2016
Small Cap Value
31.67%
Foreign Stocks 11.17%
Cash 2.06%
Small Cap Growth 34.47%
Small Cap Value
24.50%
Large Cap Growth 2.64%
Foreign Stocks 17.32%
Small Cap Value
34.52%
Large Cap Growth 13.05%
Fixed Income 0.60%
Large Cap Value
17.29%
Fixed Income 7.17%
Small Cap Value -28.92%
Foreign Stocks 31.78%
Large Cap Growth 16.71%
Large Cap Value
0.39%
Large Cap Value
17.51%
Large Cap Growth 33.48%
Fixed Income 6.27%
Cash 0.10%
Small Cap Growth
11.27%
Small Cap Growth 7.05%
Large Cap Value -36.85%
Small Cap Value
20.58%
Large Cap Value
15.51%
Cash 0.10%
Large Cap Growth 15.26%
Large Cap Value
32.53%
Small Cap Growth 5.60%
Foreign Stocks -0.81%
Large Cap Growth
7.06%
Cash 5.00%
Large Cap Growth -38.44%
Large Cap Value
19.69%
Foreign Stocks 7.75%
Small Cap Growth -2.90%
Small Cap Growth 14.59%
Foreign Stocks 22.78%
Small Cap Value
4.21%
Small Cap Growth -1.38%
Fixed Income 2.26%
Large Cap Value
-0.17%
Small Cap Growth -38.54%
Fixed Income Fixed Income
5.24%
6.43%
Small Cap Value
-5.50%
Fixed Income 4.53%
Cash 0.07%
Cash 0.03%
Large Cap Value
-3.83%
Foreign Stocks
1.00%
Small Cap Value
-9.78%
Foreign Stocks -43.38%
Cash 0.21%
Cash 0.13%
Foreign Stocks -12.14%
Cash 0.11%
Fixed Income -2.25%
Foreign Stocks -4.90%
Small Cap Value
-7.47%
Cash 0.33%
Worst
Large Cap Growth Large Cap Value
Small Cap Growth
Small Cap Value
Foreign Stocks
Fixed Income Cash
This information should not be construed as investment advice. It is presented for information purposes only and is not intended to be either a specific offer by any Merrill Lynch entity to sell or provide, or a specific invitation for a consumer to apply for, any particular retail financial product or service that may be available. The illustration of the annual performance of various asset classes is in relation to one another and does not reflect the performance of any specific investment. Results shown are based on indexes and are illustrative; they assume reinvestment of income and no transaction costs or taxes. Past performance is no guarantee of future results. Diversification and asset allocation do not ensure a profit nor protect against a loss in a declining market. Index sources: Sm Cap Growth?Russell 2000 Growth Index; Sm Cap Value ?Russell 2000 Value Index; Lg Cap Growth?Russell 1000 Growth Index; Lg Cap Value?Russell 1000 Value Index; Foreign Stocks?MSCI Europe, Australasia and Far East (EAFE?) Index; Fixed Income?ML Domestic Broad Bond Index; Cash ?ML US Treasury 3-Month Index. Indexes are unmanaged. Direct investment cannot be made in an index. Source: Bloomberg.
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