Low-Cost Expert Investment Portfolio (William Larkin)

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Low-Cost Expert Investment Portfolio (William Larkin)

For investors seeking good returns from accessible, low-cost funds
 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
BondEaton Vance Floating Rate Advisor EABLX8%7.18%3.83%2.35%4.27%3.49%none%1.03%
BondNuveen High Yield Muni Bd ANHMAX88.5712.1412.3710.154.084.200.77
BondOppenheimer Limited Term Muni AOPITX53.886.383.383.173.072.250.77
BondPimco Total Return DPTTDX104.594.53.683.445.71none0.75
BondiShares Lehman Aggregate BondAGG215.815.854.343.174.75none0.07
BondiShares Lehman Intermediate Credit BondCIU155.365.423.843.48none0.2
BondiShares Lehman 1-3 Credit BondCSJ152.072.171.431.52none0.2
BondiShares iBoxx $ High Yield BondHYG811.996.774.076.24none0.5
BondiShares Lehman US Treas Infltn Prot Sec BondTIP56.615.272.591.644.31none0.2
BondSPDR DB Intl Govt Infl-Protected BondWIP511.598.210.990.39none0.5
   1006.115.633.933.672.55 0.41
** 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..

We asked William Larkin, a fixed-income manager at Cabot Money Management, in Salem, Mass., to suggest simple, low-cost portfolios that relied heavily to exclusively on index funds. The idea was to show that you don't have to use fancy investments to earn a good return.

Larkin initially excelled with a stock-free portfolio but modified his portfolio in January 2010. He believes that the global economy will improve in 2010 and that the Federal Reserve will start to increase short-term interest rates later this year. In particular, he's adding investments that he thinks will perform well in an environment of rising inflation.

The changes admittedly stretch the concept of a simple portfolio.