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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 March 31, 2019

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%10.16%-4.87%6.63%-9.21%-2.22%none%0.86%
StockiShares Core MSCI Emerging Markets ETFIEMG109.53-7.6610.183.51none0.14
StockiShares Russell 3000 IndexIWV4013.998.5913.310.1815.8none0.2
StockVanguard FTSE All-World ex-US ETFVEU1010.24-4.698.252.879.08none0.09
StockVanguard Health Care ETFVHT208.1614.5113.4911.5916.94none0.1
StockVanguard FTSE All-World ex-US Small-Cap Index Fund ETF SharesVSS1010.45-9.796.662.22none0.12
   10011.273.6311.26.3310.4 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.