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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 May 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
BondInvesco Senior Loan ETFBKLN20%5.56%3.5%3.76%2.37%—%none%0.63%
BondiShares CMBS ETFCMBS55.467.472.732.78none0.25
BondHigh Yield ETFHYLD205.011.328.33-0.69none1.28
StockiShares DJ US Real Estate IndexIYR2016.8314.947.417.9414.23none0.43
StockiShares S&P Preferred StockPFF258.343.652.964.058.11none0.47
StockSelect Sector SPDR UtilitiesXLU1010.9218.29.4210.0812.21none0.13
   1008.937.055.724.086.1 0.62
** 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).