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Higher Risk, Higher Yield ETF Portfolio

February 2017

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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Higher Risk, Higher Yield ETF Portfolio

The more yield you strive for, the more risk you take.
 20% Stocks |  20% Bonds |  60% 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
AlternativeAlerian MLP ETFAMLP20%-2.07%-7.8%-5.68%-3.62%—%none%0.85%
AlternativeInvesco Senior Loan ETFBKLN201.472.92.792.58none0.63
StockiShares S&P Global Infrastructure IndexIGF10-3.491.035.217.253.32none0.47
AlternativeiShares FTSE NAREIT Mortgage REITsREM200.523.3111.518.615.39none0.48
StockSchwab U.S. REIT ETF™SCHH101.834.247.588.18none0.07
BondSPDR® Bloomberg Barclays Short Term High Yield Bond ETFSJNK201.543.33.933.61none0.4
   1000.120.863.793.791.41 0.54
** 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..

Our high-income portfolio focuses on junk bonds, master limited partnerships and other nontraditional sources of income, including a fund that owns mortgage REITs, which borrow money at short-term rates to buy mortgage-backed debt issued by real estate companies.