Last Updated: June 18, 2018
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-28*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||BWX||spdr barclays capital international trea||33.34%|
|2||EMB||ishares jpmorgan usd emerging markets bo||33.33%|
|3||PCY||powershares emerging mrk svgn dbt port||33.33%|
Steps to Create This Folio
- We constructed this folio by selecting funds defined as global bond ETFs by Morningstar. These ETFs invest in U.S. and international bonds and securities of corporations, governments, or municipalities. They may invest in bonds of low credit quality or derivatives.
- We then selected ETFs with low expense ratios that met certain volume, asset level and other requirements.
- We equally weighted each global 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.