The Corporate Bond folio was developed for investors seeking higher income and some capital appreciation with less risk than high-yield bonds.
The Corporate Bond folio consists of bond ETFs that invest in investment-grade and low credit quality corporate bonds.
Corporate bonds generally provide income higher than that available from U.S. Treasury securities although generally with greater risk.
Last Updated: September 20, 2019
Inception Date: September 07, 2000
Date Funded: August 28, 2009*
|Year to Date||13.06%||21.13%|
|1 Year Volatility||3.65%||16.67%|
* 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 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. 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.