Basic Account Portfolio II
by First Trust

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Last 365 days

1.09%
Annual rate from 24/Oct/2019

Description

Fixed income model portfolio that invests in exchange-traded funds (ETFs) and seeks to provide income consistent with capital preservation through diversification and lower interest rate sensitivity / less exposure to interest-sensitive investments when compared to traditional core fixed income benchmarks over time.
Minimum investment $1,000.

Earnings

$1,087
Calculated based on the return of the last 365 days with a $10,000 USD investment.

Performance with $10,000 USD.

Chart...

How to read this chart

  • Revise the trend of the portfolio since it started and its volatility. If at the end of the chart:
  • It goes down, it is most likely a good time to invest since you would be buying cheap.
  • It is rising, it would also be a good time as it could continue its upward trend in the long term.

Composition

Chart...

Equities: 0% (stock market shares)

Fixed income: 100% (bonds,etc.)

Investment objective

0 años

Monthly Fee

The fixed monthly fee charged by the investment professional for the use of the portfolio


Other commissions

Per operation: 0.10% of the amount of the operation.

We give you

$10 dollars
Invite your friends to invest. You and they earn $10 USD.

In what investment funds does it invest?


  • Broad Market, Asset-backed Short-Term
  • Broad Market, Broad-based
  • Broad Market, Broad-based High Yield
  • Broad Market, Broad-based Short-Term
  • Corporate, Broad-based High Yield Floating Rate
  • Corporate, Broad-based Investment Grade Short-Term
  • Government, Treasury

We give you

$10 dollars
Invite your friends to invest. You and they earn $10 USD.

In wich issuers does it invest?