Tool

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.

 
View Another Investment Portfolio:

 

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 April 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
BondVanguard Intermediate Term Bond Index ETFBIV10%-2.92%-1.56%0.89%1.3%4.42%none%0.07%
AlternativeAGFiQ U.S. Market Neutral Value FundCHEP5-3.99-4.45-1.87-0.84none0.97
StockiShares Core MSCI Emerging Markets ETFIEMG50.9321.15.84.64none0.14
StockiShares DJ US Real Estate IndexIYR20-5.78-0.574.24.625.3none0.44
AlternativeIQ Merger Arbitrage ETFMNA5-11.762.44.14none0.76
AlternativeUnited States Commodity Index Fund, LPUSCI103.7113.29-2.3-4.53none1.04
StockVanguard Europe Pacific ETFVEA150.4115.045.736.362.77none0.07
StockVanguard Total Stock Market ETFVTI30-0.2113.110.1912.739.25none0.04
   100-1.288.184.945.774.7 0.32
** 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.