Last Updated: September 23, 2016
Inception Date: September 07, 2000
Date Funded: August 28, 2009*
|Folio||S&P 500 Total Return|
(% of Folio)
|1||HYG||ishares iboxx $ high yield corporate bon||33.34%|
|2||JNK||spdr barclays capital high yield bond et||33.33%|
|3||PHB||powershares fundamental high yield corpo||33.33%|
Steps to Create This Folio
- We constructed this folio by selecting bond ETFs that were defined as high-yield bond ETFs by Morningstar. These ETFs invest mainly in corporate bonds that are generally considered to be speculative investments or so called junk bonds.
- We then selected ETFs with low expense ratios that met certain volume, asset level and other requirements.
- We equally weighted each high-yield 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.