Tool

High-Yielding ETF Portfolio

September 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.

 
View Another Investment Portfolio:

 

High-Yielding ETF Portfolio

For ETF investors seeking fat yields
 55% Stocks |  45% Bonds | 


 Data through August 31, 2017

FUND NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
MAX LOAD EXPENSE RATIO
BondPowerShares Senior Loan PortfolioBKLN20%1.46%3.54%1.87%2.9%—%none%0.64%
BondiShares CMBS ETFCMBS53.770.422.732.65none0.25
BondAdvisorShares Peritus High Yield ETFHYLD205.210.74-4.181.92none1.22
StockiShares DJ US Real Estate IndexIYR207.612.557.318.595.32none0.44
StockiShares S&P Preferred StockPFF258.513.215.185.825.01none0.47
StockSelect Sector SPDR UtilitiesXLU1014.9115.4612.0812.627.52none0.14
   1006.665.743.645.533.06 0.6
** 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..

With yields in the gutter, what's an investor to do? Take on some risk. This package, 35% in stocks and 65% in bonds, leans on an actively managed junk bond fund (HYLD) and a bank loan portfolio (BKLN).

On the stock side, an ETF that buys real estate trusts (IYR) and one that focuses on utilities stocks (XLU). It also holds a preferred-stock ETF (PFF).