Objective

The Global Bond folio was developed for investors seeking international exposure, higher income, higher growth, and higher risk than U.S. government bonds.

Strategy

The Global Bond folio consists of ETFs that invest in foreign bond markets.

These bonds provide diversification and potentially higher yields than the U.S. bond markets because bond yields in different countries can move independently of one another. Buying foreign bonds directly can be difficult and costly for individual investors. This folio offers broad exposure to the global bond markets.

Last Updated: September 28, 2016

Category: Bond
Inception Date: September 07, 2000
Date Funded: August 28, 2009*

Folio S&P 500 Total Return
One-Month 0.68% 0.2%
Three-Month 4.37% 7.21%
Year-to-Date 14.49% 7.99%
One-Year 15.31% 17.8%
Three-Year (Annualized) 5.58% 10.98%
Five-Year (Annualized) 5.55% 15.99%
Since Inception 7.74% N/A
Volatility 5.45% 14.49%

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)
1BWXspdr barclays capital international trea33.34%
2EMBishares jpmorgan usd emerging markets bo33.33%
3PCYpowershares emerging markets sovereign d33.33%

Steps to Create This Folio

  1. 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.
  2. We then selected ETFs with low expense ratios that met certain volume, asset level and other requirements.
  3. We equally weighted each global 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.