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Multi-Asset 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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Multi-Asset ETF Portfolio

Get some detachment from the direction of stocks and bonds with alternative asset classes.
 70% Stocks |  10% Bonds |  20% Alternative | 


 Data through October 31, 2017

FUND NAME SYMBOL % OF
PORTFOLIO
YTD
RETURN
1-YR
RETURN
3-YR
RETURN
5-YR
RETURN
10-YR
RETURN
MAX LOAD EXPENSE RATIO
BondVanguard Intermediate Term Bond Index ETFBIV10%3.88%0.49%2.89%2.29%5.25%none%0.07%
AlternativeAGFiQ U.S. Market Neutral Value FundCHEP5-8.16-0.55-2.50.84none0.97
StockiShares Core MSCI Emerging Markets ETFIEMG531.3825.585.64.92none0.17
StockiShares DJ US Real Estate IndexIYR206.848.746.318.774.76none0.44
AlternativeIQ Merger Arbitrage ETFMNA55.667.724.535.34none0.76
AlternativeUnited States Commodity Index Fund, LPUSCI102.43-2.39-8.91-7.1none0.23
StockVanguard Europe Pacific ETFVEA1523.2424.366.689.081.44none0.07
StockVanguard Total Stock Market ETFVTI3016.4123.9310.4915.087.72none0.04
   10011.8514.035.197.714.02 0.24
** 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..

The mutual fund industry has produced a slew of alternative offerings in recent years. The category includes a hodgepodge of diverse strategies, so choosing the right one is key.

We leavened our mix of 50% stock funds, and 10% intermediate-term bonds with 20% of real estate trusts, a fund that invests in commodities, and two pure alternatives:

The aptly named Merger Fund, which typically buys stock in a targeted firm after a deal is announced (and stands to benefit from more takeover activity) Also, QuantShares U.S. Market Neutral, which invests mostly in small-company stocks, to maintain an equal ratio of long and short positions.