Low-Cost Expert Investment Portfolio (Larry Swedroe)

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Low-Cost Expert Investment Portfolio (Larry Swedroe)

For investors seeking good returns from accessible, low-cost funds
 60% Stocks |  40% 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
StockVanguard Emerging Markets Stock Index InvVEIEX4%14.58%10.46%1.91%-0.57%3.7%none%0.33%
BondVanguard Inflation-Protected Securities InvVIPSX406.645.222.631.644.2none0.2
StockVanguard Small Capitalization Value Index InvVISVX1513.0211.9311.1914.627.55none0.2
StockVanguard Value Index InvVIVAX159.1113.7611.1414.286.15none0.22
StockiShares MSCI EAFE Value IndexEFV13-0.15-3.960.473.780.29none0.4
StockiShares MSCI EAFE Small Cap IndexSCZ132.565.746.978.17none0.4
   1006.876.65.456.523.92 0.25
** 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 Larry Swedroe, director of research for St. Louis-based Buckingham Asset Management, 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. His portfolio has roughly equaled the S&P 500's gain, but it did so with less volatility thanks to a healthy stake in bonds.