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: April 23, 2018
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-28*
|Year to Date||-2.97%||0.45%|
|1 Year Volatility||2.93%||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||CIU||ishares barclays intermediate credit bon||25.00%|
|2||CRED||ishares barclays credit bond fund||25.00%|
|3||CSJ||ishares barclays 1-3 year credit bond fu||25.00%|
|4||SPLB||spdr barclays capital long term corporat||25.00%|
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.