Last Updated: September 27, 2016
Inception Date: September 07, 2000
Date Funded: August 28, 2009*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||CIU||ishares barclays intermediate credit bon||25.00%|
|2||CRED||ishares barclays credit bond fund||25.00%|
|3||CSJ||ishares barclays 1-3 year credit bond fu||25.00%|
|4||LWC||spdr barclays capital long term corporat||25.00%|
Steps to Create This Folio
- 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.
- We then selected ETFs with low expense ratios that met certain volume, asset level and other requirements.
- We equally weighted each bond ETF in the folio.
Number of Securities
The number of securities in the folio will vary.
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.