The Government Bond folio was developed for investors seeking tax benefits, capital preservation and income with low bond risk.
The Government Bond folio consists of ETFs that primarily invest in U.S. Treasury securities and is designed to provide income exempt from state and local taxes.
U.S. government bonds are backed by the full faith and credit of the U.S. government, significantly reducing default risk but also lowering expected returns.
Last Updated: April 20, 2018
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-28*
|Year to Date||-2.4%||0.44%|
|1 Year Volatility||3.44%||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||BIL||spdr barclays capital 1-3 month t-bill e||14.28%|
|2||IEF||ishares barclays 7-10 year treasury bond||14.28%|
|3||IEI||ishares barclays 3-7 year treasury bond||14.29%|
|4||SHY||ishares barclays 1-3 year treasury bond||14.29%|
|5||TIP||ishares barclays tips bond fund||14.29%|
|6||TLH||ishares barclays 10-20 year treasury bon||14.28%|
|7||TLT||ishares barclays 20+ year treasury bond||14.29%|
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.