The Low Volatility folio was developed for investors seeking lower volatility in return for lower than expected market returns.
The Low Volatility folio consists of large established companies that are significantly less volatile than the overall market. The folio has the goal of achieving about half the volatility of the S&P 500, while still retaining strategic exposure to equities to boost long-term expected return.
The folio can provide an easy hedge during an economic downturn or in periods of significant volatility, with the low cost of direct stock ownership.
Last Updated: April 25, 2018
Inception Date: 2008-02-26 00:00:00.0
Date Funded: 2009-08-31*
|Year to Date||-1.55%||-0.71%|
|1 Year Volatility||3.9%||12.15%|
* 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)
|2||CAG||conagra brands inc||2.05%|
|3||CPB||campbell soup co||2.05%|
|4||D||dominion energy inc||2.05%|
|5||DUK||duke energy corp new com||2.05%|
|7||EPD||enterprise prods partners l p||2.05%|
|8||EWJ||ishares msci japan index fund||3.07%|
|9||EWL||ishares msci switzerland index fund||2.05%|
|10||EWM||ishares msci malaysia index fund||2.05%|
|11||IXJ||ishares s&p global healthcare sector ind||3.07%|
|12||IYZ||ishares dow jones us telecommunications||3.07%|
|14||KMI||kinder morgan inc del com||2.05%|
|15||PGR||progressive corp ohio||2.05%|
|17||SHY||ishares barclays 1-3 year treasury bond||20.35%|
|18||TIP||ishares barclays tips bond fund||40.68%|
|19||XLI||industrial select sector spdr fund||3.11%|
This folio is comprised of ETFs and the number of securities may 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.