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Lower Risk, Lower 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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Lower Risk, Lower Yield ETF Portfolio

How do you invest for income when rates are rising? Start by playing it safe.
 25% Stocks |  45% Bonds |  30% 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 ETFAMLP10%-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 IndexIGF15-3.491.035.217.253.32none0.47
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
BondVanguard Short-Term Corporate Bond Index Fund ETF SharesVCSH25-0.530.091.591.93none0.07
   100-0.081.052.723.270.5 0.4
** 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..

We put 25% in short-term corporate bonds. Their main mission is to provide stability and a bit of income. We then added funds to create a diverse income stream from investments such as junk bonds and floating-rate bank loans. Also in the mix are ETFs that focus on MLPs, REITs and infrastructure-related companies (such as railroads and toll-road operators).