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US Focused Fixed Income ETF

A U.S. tilted core portfolio made up of diversified holdings to provide exposure to a wide array of asset classes with an emphasis placed on capital preservation.

Strategy Description

A risk-averse investment strategy with an emphasis placed on the preservation of capital. It will likely involve a high percentage of fixed income investments and cash-like investments in comparison to equities. The strategy is based on an investment time horizon of at least five (5) years and does not attempt to consider active management of short-term fluctuations.

Allocation Breakdown

Asset Class


Equity0
Fixed Income99.51%
Commodities0
Cash0.49%

Geo


North America80.82%
Greater Europe9.67%
Asia Pacific6.61%
Central/Latin America1.51%
Africa/Middle East1.02%

Sector


Investment Grade60.38%
High Yield9.91%
Other29.82%

Top Holdings

Asset ClassWeight (%)
1. iShares 7-10 Year Treasury Bond ETF26.01%
2. iShares Interest Rate Hedged Corporate Bond ETF20.23%
3. iShares iBoxx $ Investment Grade Corporate Bond ETF19.97%
4. JPMorgan Ultra-Short Income ETF12.78%
5. WisdomTree US High Yield Corporate Bond Fund7.58%
6. iShares J.P. Morgan EM Corporate Bond ETF5.06%
7. iShares 20+ Year Treasury Bond ETF4.95%
8. iShares J.P. Morgan EM Local Currency Bond ETF2.91%