The Global ETF folio was developed for aggressive investors seeking capital appreciation potential and diversification into different world economies.
The Global ETF folio consists of ETFs that track major stock markets indices from around the world, including the U.S.
The folio provides investors with exposure to large international companies without being limited to specific countries.
Last Updated: July 13, 2018
Inception Date: 2001-12-10 00:00:00.0
Date Funded: 2009-08-28*
|Year to Date||1.02%||5.86%|
|1 Year Volatility||11.68%||12.54%|
* 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||BKF||ishares msci bric index fund||9.00%|
|2||EFA||ishares msci eafe index fund||44.00%|
|3||EIS||ishares msci israel capped index fund||1.00%|
|4||EWC||ishares msci canada index fund||1.00%|
|5||EWM||ishares msci malaysia index fund||1.00%|
|6||EWT||ishares msci taiwan index fund||1.00%|
|7||EWW||ishares msci mexico investable market in||1.00%|
|8||EWY||ishares msci south korea index fund||1.00%|
|9||EZA||ishares msci south africa index fund||1.00%|
|10||IVV||ishares s&p 500 index fund||40.00%|
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.