Objective

The Corporate Bond folio was developed for investors seeking higher income and some capital appreciation with less risk than high-yield bonds.

Strategy

The Corporate Bond folio consists of bond ETFs that invest in investment-grade and low credit quality corporate bonds.

Corporate bonds generally provide income higher than that available from U.S. Treasury securities although generally with greater risk.

Last Updated: December 2, 2016

Category: Bond
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-28*

Folio S&P 500 Total Return
One-Month -2.54% 4.75%
Three-Month -3.72% 1.09%
Year-to-Date 4.49% 9.44%
One-Year 3.5% 7.71%
Three-Year (Annualized) 3.47% 9.05%
Five-Year (Annualized) 3.35% 14.41%
Since Inception 4.36% N/A
Volatility 3.81% 13.86%

Past performance is no guarantee of future results.
See how returns are calculated

* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.

#SymbolCompanyWeight
(% of Folio)
1CIUishares barclays intermediate credit bon25.00%
2CREDishares barclays credit bond fund25.00%
3CSJishares barclays 1-3 year credit bond fu25.00%
4LWCspdr barclays capital long term corporat25.00%

Steps to Create This Folio

  1. We constructed this folio through selecting ETFs that were defined as corporate bond ETFs by Morningstar. These ETFs invest mainly in corporate bonds considered investment grade. The term means that bond-rating agencies consider the issuers’ ability to meet the bonds’ obligations adequate or better. However, they may also invest in bonds of a lower credit quality.
  2. We then selected ETFs with low expense ratios that met certain volume, asset level and other requirements.
  3. We equally weighted each bond ETF in the folio.

Number of Securities

The number of securities in the folio will vary.

Update Frequency

Quarterly.

If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.