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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