Objective

The Multi-Sector ETF folio was developed for investors seeking long-term growth with higher volatility.

Strategy

The Multi-Sector ETF folio consists of ETFs that are designed to track multiple sector indices. This folio allows you to invest across numerous sectors at once, such as aerospace, energy and consumer goods.

For investors with long-time horizons, sector investing offers a way to invest in industries that may have prospects for above-average long-term growth. Certain sectors can even provide a hedge during market downturns.

Last Updated: December 1, 2016

Category: Sector/Industry
Inception Date: 2001-12-10 00:00:00.0
Date Funded: 2009-08-31*

Folio S&P 500 Total Return
One-Month 4.54% 4.04%
Three-Month 1.27% 1.47%
Year-to-Date 12.22% 9.41%
One-Year 9.18% 6.51%
Three-Year (Annualized) 8.74% 8.92%
Five-Year (Annualized) 13.58% 14.39%
Since Inception 7.46% N/A
Volatility 13.57% 13.91%

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)
1VAWvanguard materials index fund9.09%
2VCRvanguard consumer discretionary index fu9.09%
3VDCvanguard consumer staples index fund9.10%
4VDEvanguard energy index fund9.09%
5VFHvanguard financials index fund9.09%
6VGTvanguard information technology index fu9.09%
7VHTvanguard health care index fund9.09%
8VISvanguard industrials index fund9.09%
9VNQvanguard reit etf9.09%
10VOXvanguard telecommunication services inde9.09%
11VPUvanguard utilities index fund9.09%

Steps to Create This Folio

  1. We selected the 11 Vanguard Sector ETFs which are designed to track MSCI Barra Sector Indexes.
  2. We then equally weighted these securities in the folio.

Number of Securities

There are 11 securities in the folio.

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.