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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 January 31, 2020

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%0.06%5.81%3.46%3.23%—%none%0.64%
BondiShares CMBS ETFCMBS52.499.614.53.18none0.25
BondHigh Yield ETFHYLD200.865.434.783.85none1.25
StockiShares DJ US Real Estate IndexIYR201.4716.9310.827.0212.21none0.42
StockiShares S&P Preferred StockPFF251.4911.925.754.786.55none0.46
StockSelect Sector SPDR UtilitiesXLU106.6229.9615.5911.0412.89none0.13
   1001.6212.17.045.285.37 0.6
** 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).