The Bond ETF folio was developed for investors seeking income and conservative long-term capital preservation.
The Bond ETF folio consists of ETFs that invest in a range of fixed income securities.
This folio provides the opportunity to invest in a diversified pool of fixed income investments that are less volatile than an investment in a single bond category. Fixed income securities can provide a source of income and also serve as a hedge against market downturns.
Last Updated: May 23, 2019
Inception Date: July 31, 2002
Date Funded: August 31, 2009*
|Year to Date||4.29%||13.5%|
|1 Year Volatility||2.65%||15.26%|
* 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.
Note: Tickers and weights for RTG Folios are only available when logged in.
The number of securities in this 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. RTGs are updated using market data from multiple sources including Zacks Investment Research ( www.zacks.com ), International Data Corporation (IDC) ( www.idc.com ), and other suppliers.