The Basic Med-Term Moderate folio was developed for Folio Basic Plan investors seeking medium-term preservation of capital and volatility with moderate upside potential and income, while having a medium-term time horizon (4 to 8 years from now) and low costs by using a small number of securities.
The Basic Med-Term Moderate folio consists of ETFs selected to provide a diversified asset allocation for the designated risk tolerance and time frame.
Asset allocation is a diversification strategy to better enable risk management. In general, a portfolio that holds different asset classes—such as bonds, domestic, and international stocks—can help reduce the volatility of returns, since asset classes tend not to move in tandem.
Last Updated: April 23, 2018
Category: Asset Allocation
Inception Date: 2005-10-07 16:16:28.956
Date Funded: 2009-08-31*
|Year to Date||-1.74%||0.45%|
|1 Year Volatility||6.01%||12.11%|
* 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.
(% of Folio)
|1||AGG||ishares barclays aggregate bond fund||45.00%|
|2||EFA||ishares msci eafe index fund||10.00%|
|3||ICF||ishares cohen & steers realty majors ind||10.00%|
|4||IWR||ishares russell midcap index fund||20.00%|
|5||VTI||vanguard total stock market index fund||15.00%|
There are generally 10 securities in the folio.
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.