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Multi-Asset 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.

 
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Multi-Asset ETF Portfolio

Get some detachment from the direction of stocks and bonds with alternative asset classes.
 70% Stocks |  10% Bonds |  20% Alternative | 


 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
BondVanguard Intermediate Term Bond Index ETFBIV10%4.68%0.53%3.18%2.58%5.5%none%0.07%
AlternativeQuantShares U.S. Market Neutral Value FundCHEP5-8.364.18-3.821.41none1.49
StockiShares Core MSCI Emerging Markets ETFIEMG527.5323.452.28none0.17
StockiShares DJ US Real Estate IndexIYR207.612.557.318.595.32none0.44
AlternativeIQ Merger Arbitrage ETFMNA53.996.063.844.5none0.76
AlternativeUnited States Commodity Index Fund, LPUSCI101.29-2.3-10.99-8.17none0.23
StockVanguard Europe Pacific ETFVEA1518.1718.133.5691.98none0.07
StockVanguard Total Stock Market ETFVTI3011.2115.999.0214.217.81none0.04
   1009.379.534.037.074.25 0.26
** 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..

The mutual fund industry has produced a slew of alternative offerings in recent years. The category includes a hodgepodge of diverse strategies, so choosing the right one is key.

We leavened our mix of 50% stock funds, and 10% intermediate-term bonds with 20% of real estate trusts, a fund that invests in commodities, and two pure alternatives:

The aptly named Merger Fund, which typically buys stock in a targeted firm after a deal is announced (and stands to benefit from more takeover activity) Also, QuantShares U.S. Market Neutral, which invests mostly in small-company stocks, to maintain an equal ratio of long and short positions.