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ETF Portfolio for Growth and Income

9/2014

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 Growth and Income

For ETF investors who want good yield.
 70% Stocks |  30% Bonds | 


 Data through December 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
StockiShares DJ Select DividendDVY25%—%—%—%—%—%none%—%
StockSPDR S&P International DividendDWX1518.4418.443.962.72none
BondiShares iBoxx $ High Yield BondHYG106.096.094.514.285.96none0.49
StockiShares S&P Preferred StockPFF108.338.334.695.296.19none0.47
BondVanguard Short-Term Corporate Bond Index Fund ETF SharesVCSH202.452.452.111.93none0.07
StockVanguard Health Care ETFVHT1023.3423.348.5317.9911.51none0.1
StockVanguard REIT ETFVNQ104.954.955.259.247.64none0.12
   1007.537.533.314.483.13 0.13
** 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..

This package produces a surpisingly high current yield. The fixed-income portion includes a fund that buys high-quality corporate bonds (VCSH) and one that focuses on high-yield bonds (HYG).