Last Updated: September 27, 2016
Inception Date: December 10, 2001
Date Funded: August 28, 2009*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||BKF||ishares msci bric index fund||9.00%|
|2||EFA||ishares msci eafe index fund||44.00%|
|3||EIS||ishares msci israel capped index fund||1.00%|
|4||EWC||ishares msci canada index fund||1.00%|
|5||EWM||ishares msci malaysia index fund||1.00%|
|6||EWT||ishares msci taiwan index fund||1.00%|
|7||EWW||ishares msci mexico investable market in||1.00%|
|8||EWY||ishares msci south korea index fund||1.00%|
|9||EZA||ishares msci south africa index fund||1.00%|
|10||IVV||ishares s&p 500 index fund||40.00%|
Steps to Create This Folio
- We chose all available ETFs from the Morgan Stanley Capital International (MSCI) Index series that were offered by iShares, created by Barclays Global Investors. This folio offers exposure to most of the major stock markets in the world.
- We weighted the ETFs by the total net assets invested in the ETF in comparison to the total net assets of the sum of all the ETFs in the folio. For example, if one of the ETFs net assets accounted for 10% of the aggregate net assets of all ETFs in the folio, then that ETF would be weighted at 10%.
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.