ETF Portfolio for Long-Term Growth

Investment portfolio created April 2014

This recommended investment portfolio is one of 20+ mutual fund portfolios that we've assembled for investors with different time horizons and risk-tolerance levels to consider. Visit our Portfolio Finder to see them all.

 
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ETF Portfolio for Long-Term Growth

For investors willing to trade yield for safety.
 100% Bonds | 


 Data through August 31, 2016

FUND NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
MAX LOAD EXPENSE RATIO
BondDodge & Cox IncomeDODIX70%6.83%6.66%4.54%4.19%5.45%none%0.43%
BondFidelity GNMA Fund FGMNX182.933.433.812.484.85none0.45
BondVanguard Intmed-Term Treasury InvVFITX124.474.43.532.264.91none0.2
   1005.855.814.293.655.28 0.4
** Closed to new investors. # Closed to new investors; other share classes are available.
r Maximum redemption fee charged when you sell shares. s Front-end load; redemption fee may apply.
— Fund has not existed for the specified time. Source: Morningstar, Inc..

These are for investors who may not be able to tolerate big losses in their bond portfolios. Or they may hold bonds to hedge against falling stock prices. To do that effectively, says Jeff Moore, a bond-fund manager at Fidelity, you need to buy what generally goes up when stocks go down. That means a combination of intermediate-term U.S. government bonds or government-guaranteed mortgage debt (such as Ginnie Maes), and investment-grade corporate bonds (debt that is rated between triple-A and triple-B, which indicates a relatively low risk of default).