The High-Yield Bond folio was developed for more aggressive investors seeking higher current income and capital appreciation from bonds.
The High-Yield Bond folio consists of bond ETFs that invest in high-yield bonds.
High-yield bonds are rated below investment grade and tend to be more volatile than higher-rated bonds. This folio may provide effective diversification for a portfolio since high-yield bond performance is generally not positively correlated with other bond asset classes, such as government bonds.
Last Updated: January 22, 2018
Inception Date: 2000-09-07 00:00:00.0
Date Funded: 2009-08-28*
|Year to Date||0.28%||6.05%|
|1 Year Volatility||3.45%||6.82%|
* 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||HYG||ishares iboxx $ high yield corporate bon||33.34%|
|2||JNK||spdr barclays capital high yield bond et||33.33%|
|3||PHB||powershares fundamental high yield corpo||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.