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ETF Portfolio for Long-Term Growth

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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ETF Portfolio for Long-Term Growth

For ETF investors with a healthy tolerance for risk.
 90% Stocks |  10% Alternative | 


 Data through June 30, 2018

FUND NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
MAX LOAD EXPENSE RATIO
AlternativePowerShares DB Comodity Index TrckingDBC10%6.36%22.45%-0.6%-6.76%-8.75%none%0.86%
StockiShares Core MSCI Emerging Markets ETFIEMG10-6.668.035.364.97none0.14
StockiShares Russell 3000 IndexIWV403.1314.5911.4213.1110.07none0.2
StockVanguard FTSE All-World ex-US ETFVEU10-3.786.765.156.262.82none0.11
StockVanguard Health Care ETFVHT203.959.436.0214.5713.43none0.1
StockVanguard FTSE All-World ex-US Small-Cap Index Fund ETF SharesVSS10-2.399.927.248.26none0.13
   1001.3912.457.499.436.12 0.22
** 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..

For those whose believe in stocks (and can hack their risk) this portfolio is 90% in stock ETFs, offset only a bit by a fund that tracks commodity prices.