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High-Yielding 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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High-Yielding ETF Portfolio

For ETF investors seeking fat yields
 55% Stocks |  45% Bonds | 


 Data through August 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
BondInvesco Senior Loan ETFBKLN20%2.75%3.69%3.58%2.68%—%none%0.63%
BondiShares CMBS ETFCMBS5-0.55-1.221.782.19none0.25
BondPeritus High Yield ETFHYLD205.028.456.261.19none1.24
StockiShares DJ US Real Estate IndexIYR204.486.181010.177.15none0.43
StockiShares S&P Preferred StockPFF252.592.424.716.116.98none0.47
StockSelect Sector SPDR UtilitiesXLU103.260.5911.7311.277.58none0.14
   1003.44.286.415.583.94 0.61
** 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..

With yields in the gutter, what's an investor to do? Take on some risk. This package, 35% in stocks and 65% in bonds, leans on an actively managed junk bond fund (HYLD) and a bank loan portfolio (BKLN).

On the stock side, an ETF that buys real estate trusts (IYR) and one that focuses on utilities stocks (XLU). It also holds a preferred-stock ETF (PFF).