The Global Bond folio was developed for investors seeking international exposure, higher income, higher growth, and higher risk than U.S. government bonds.
The Global Bond folio consists of ETFs that invest in foreign bond markets.
These bonds provide diversification and potentially higher yields than the U.S. bond markets because bond yields in different countries can move independently of one another. Buying foreign bonds directly can be difficult and costly for individual investors. This folio offers broad exposure to the global bond markets.
Last Updated: April 20, 2018
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-28*
|Year to Date||-1.93%||0.44%|
|1 Year Volatility||4.17%||12.13%|
* 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||BWX||spdr barclays capital international trea||33.34%|
|2||EMB||ishares jpmorgan usd emerging markets bo||33.33%|
|3||PCY||powershares emerging markets sovereign d||33.33%|
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.