Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). For more information about investing in mutual funds at Merrill Lynch and Merrill Edge, please read the Guide to Mutual Fund Investing, which is available here. Merrill Lynch Wealth Management is a national investment advisory firm with offices in most major and mid-sized U.S. cities. The Merrill Lynch robo-advisor provides actively managed accounts by leveraging its strength as part of the Bank of America and Merrill Lynch family. Type a symbol or company name and press Enter. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation ("BofA Corp."). To help simplify self-directed investing, we have developed a screening process for mutual funds offered through Merrill Edge. ET. Merrill offers a broad range of brokerage, investment advisory and other services. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. © 2021 Bank of America Corporation. To find the small business retirement plan that works for you, contact: Learn more about an advisor's background on FINRA's BrokerCheck. Mutual fund positions are priced as of the official market close, 4:00 p.m. EST. Merrill Lynch is not the only wirehouse adding an increasing number of third-party model providers to its platform. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation ("BofA Corp."). Merrill Edge appeals to casual traders with a powerful combination of robust research and competitive pricing, including unlimited free trades on stocks and exchange-traded funds. We are unable to supply ratings data at this time. Select link to get a quote. Copyright 2021 FactSet. Banking products are provided by Bank of America, N.A. Banking products are provided by Bank of America, N.A. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). You should consult your legal and/or tax advisors before making any financial decisions. ET. 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. $0 option trades are subject to a $0.65 per-contract fee. Poor performance by active managers has caused investors to move money out of actively managed funds at record levels this year. Press CTRL + Q to read quote window information. Type a symbol or company name and press Enter. Expense Ratio – Gross Expense Ratio is the total annual operating expense (before waivers or reimbursements) from the fund's most recent prospectus. Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. Cost-conscious investors who prefer an advisory relationship can find better values elsewhere, including Bank of America's cheaper alternative Merrill Edge. Free and $0 means there is no commission charged for these trades. Additional information is available in our Client Relationship Summary (PDF). Those strategies are developed by the Global Wealth & Investment Management Chief Investment Officer but actually managed by Merrill Lynch affiliate, Managed Account Advisors, LLC. There are costs associated with owning ETFs. 10 year (10Yr) returns are provided for funds with greater than 10 years of history. You can only select up to 5 securities to compare. Mutual funds available through Merrill Lynch include (i) funds that are registered in the United Build a solid foundation on investing with mutual funds. The T. Rowe Price ActivePlus Portfolios are currently available for retirement accounts vvalued at $50,000 or more. Market share for passively managed funds has risen to 45 percent, up a full point from June 2018, according to data this week from Bank of America Merrill Lynch. Before investing consider carefully the investment objectives, risks, and charges and expenses of the fund, including management fees, other expenses and special risks. Always read the prospectus or summary prospectus carefully before you invest or send money. Press CTRL + Q to read quote window information. Professionally managed and regularly adjusted portfolios help you stay on track. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. ET. Managed Account Advisors LLC (“MAA”), Merrill Lynch’s affiliate, is the overlay portfolio manager responsible for implementing the Merrill Edge Select Portfolios strategies for client accounts, including facilitating the purchase and sale of mutual funds and ETFs in client accounts and updating account asset allocations when the GWIM CIO’s recommendations change while also … Select link to get a quote. 10 year returns are provided for funds with greater than 10 years of history. All rights reserved. Portfolio details Strategy Multi-strategy Underlying managers4 12-20 Registered under the Investment Company Act of 1940 Quarterly liquidity5 Upon 65 days’ notice Prospectuses can be obtained by contacting us. All rights reserved. Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. The performance data contained herein represents past performance which does not guarantee future results. Investors who feel that the broker offers the highest quality might be comfortable paying the steep fees. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Mutual funds investing 40% or more of their equity holdings in foreign stocks. Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp. © 2021 Bank of America Corporation. Merrill, Merrill Lynch, and/or Merrill Edge investment advisory programs are offered by Merrill Lynch, Pierce, Fenner and Smith Incorporated (“MLPF&S”). MEGI is not a passively managed portfolio. This and other information may be found in each fund's prospectus or summary prospectus, if available. May be a good move for... Building a diversified portfolio Merrill Lynch earns with respect to those funds. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). 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. At the same time, about $500 billion has flowed out of actively managed funds. ET. Since Inception returns are provided for funds with less than 10 years of history and are as of the fund's inception date. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Hedge Fund Guided Portfolio Solution (Hedge Fund GPS) is a single ticket allocation to an actively managed hedge fund portfolio created by GCM Grosvenor, aligned with CIO guidance. ARJ5DJQY- EXP01022020 For performance information current to the most recent month end, please contact us. Mutual Funds are priced as of the previous business day's market close when the market is open. Morningstar and Lipper give you independent ratings and rankings to help with your investment decisions. All rights reserved. The underlying funds are actively managed and the only fees you pay are the underlying management expense ratios of the individual funds. MLPF&S and Managed Account Advisors LLC (“MAA”) are registered investment advisors. The ETFs used in portfolio construction are index-based and therefore passive. Always read the prospectus or summary prospectus carefully before you invest or send money. ... LLC, which is an affiliate of Merrill Lynch. Merrill Lynch is an old name on Wall Street. Of U.S. domiciled funds, 37 percent are now passively managed, nearly double the figure in 2009. Select a Non-Taxable Fixed Income category, Select a International Fixed Income category, Ratings based on risk-adjusted return after expenses, Other fees may apply. Bond funds whose return is subject to taxes at a local, state or federal level. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). To learn more about Merrill pricing, visit. Copyright 2021 FactSet. The performance data contained herein represents past performance which does not guarantee future results. NAV returns assume the reinvestment of all dividend and capital gain distributions at NAV when paid. Merrill Guided Investing is offered with and without an advisor. For example, an analysis by Bank of America Merrill Lynch found that in only two of the last dozen years did more than half of U.S.-based active large-cap stock fund managers beat their benchmarks (Figure 1). You should consult your legal and/or tax advisors before making any financial decisions. To learn more about Merrill pricing, visit. Taking risk, cost and performance measures into account, each quarter we highlight up to five mutual funds for each category. Some funds that are reflected as front end load are offered load waived in Self-Directed accounts. This and other information may be found in each fund's prospectus or summary prospectus, if available. Returns include fees and applicable loads. Non-taxable bond funds that tend to invest in municipal bonds. U.S. based stock funds categorized by company size, style and geography. Merrill Lynch, a wholly owned subsidiary of Bank of America Corporation (“BofA Corp”), offers a wide range of investment products and services, including many different open-end mutual funds. 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. Today, Merrill Edge is the discount stock trading product from Bank of America. Mutual fund positions are priced as of the official market close, 4:00 p.m. EST. Bank of America bought Merrill Lynch in 2008, and Merrill Edge launched in 2010 to streamline services for existing Bank of America and Merrill Lynch brokerage customers. Current performance may be lower or higher than the performance quoted. 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. Market price returns do not represent the returns an investor would receive if shares were traded at other times. Net Asset Value (NAV) returns are based on the prior-day closing NAV value at 4 p.m. In the new world of … Please try again later. $0 option trades are subject to a $0.65 per-contract fee. Open a Merrill Edge Advisory Center account. Merrill Lynch Direct Deposit Program 27) In your Merrill Edge Self-Directed CMA Account, provided you do not choose the No Sweep option, cash balances of $1 or more are automatically swept into Merrill Lynch Direct Deposit Program on the business day after the funds are received, provided the funds are received before our cashiering deadline Merrill is … Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. 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 are based on the prior-day closing market price, which is the average of the midpoint bid-ask prices at 4 p.m. Merrill offers funds for every type of investor, from actively managed funds that offer the expertise of professional portfolio managers to lower-cost alternatives with no load or transaction fees 1. All rights reserved. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Other fees may apply. Market price returns do not represent the returns an investor would receive if shares were traded at other times. Merrill Edge was formed in 2010 to merge brokerage services for Bank of America and Merrill Lynch clients. You should also review the fund's detailed annual fund operating expenses which are provided in the fund's prospectus. Free and $0 means there is no commission charged for these trades. For performance information current to the most recent month end, please contact us. Mutual Funds are priced as of the previous business day's market close when the market is open. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. seeming inability of most actively managed funds to match or beat their index benchmarks. Founded in 1914, the major brokerage was acquired by Bank of America in the wake of the Financial Crisis in 2008. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Understanding how each works can help you make the right decision. 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. 10 year returns are provided for funds with greater than 10 years of history. A managed account with Merrill Lynch is rather expensive. Additional information is available in our Client Relationship Summary (PDF). Instead, Merrill preferred actively managed funds that came with hefty front-end loads, which maximized brokers' pay. Net Asset Value (NAV) returns are based on the prior-day closing NAV value at 4 p.m. Managed Strategy: Passive – Exchange Traded Funds Investor Profile: Aggressive Minimum Investment: $5,000 Type: Taxable Overview This Strategy is designed to provide investors with a fully integrated Merrill investment experience across asset allocation, portfolio construction, investment selection and risk management. To learn more call. Sales are subject to a transaction fee of between $0.01 and $0.03 per $1,000 of principal. Returns include fees and applicable loads. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. You should also review the fund's detailed annual fund operating expenses which are provided in the fund's prospectus. Choose from thousands of funds from popular fund families — many without loads and no transaction fees. Merrill Lynch Investment Advisory Program is an investment advisory service sponsored by Merrill. 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. Please reduce the number of securities selected. Since Inception returns are provided for funds with less than 10 years of history and are as of the fund's inception date. NAV returns assume the reinvestment of all dividend and capital gain distributions at NAV when paid. Foreign bond funds investing 40% or more in stable, developed countries. For more information about investing in mutual funds at Merrill Lynch and Merrill Edge, please read the Guide to Mutual Fund Investing (PDF). Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). 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. Investors who want to let basic human oversight on their accounts run the show will be happy working with the Merrill Edge robo-advisor. ** Life of Fund (LOF) returns are provided for funds with less than 10 years of history and are as of the fund's inception date. Expense Ratio – Gross Expense Ratio is the total annual operating expense (before waivers or reimbursements) from the fund's most recent prospectus. There are costs associated with owning ETFs. News, insights and education help you understand the market and make informed decisions. Current performance may be lower or higher than the performance quoted. Vanguard, in partnership with Capital Group’s American Funds, is providing BofA-Merrill with 10 new hybrid model portfolios that combine passive index ETFs with actively managed funds. Prospectuses can be obtained by contacting us.
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