Best Fit Flexible Portfolio Funds ETFs
U.S. News evaluated 15 Flexible Portfolio Funds ETFs and 1 makes our Best Fit list. Our list highlights the best passively managed funds for long-term investors. Rankings are assigned based on comparisons with Best Fit funds in this category.
| Best Fit Scorecard | |
|---|---|
| Costs | Typical |
| Tracking Error | Good |
| Bid/Ask Ratio | Good |
| Holdings Diversity | Typical |
Fund Description
The investment seeks investment results that correspond generally to the price and yield performance of its underlying index, the IQ Hedge Multi-Strategy Index. The fund invests normally at least 80% of its net assets (excluding collateral held from securities lending), plus the amount of any borrowings for investment purposes, in the investments included in its underlying index, which includes underlying funds. The underlying index consists of a number of components ("underlying index Components") selected in accordance with IndexIQ's rules-based methodology of such underlying index.
Fund Snapshot Updated 05.23.2013
| Previous Close | $28.46 | Expense Ratio | 0.75% |
| YTD Return | 2.4% | Avg. 30-Day Volume | 93,800 |
| 1-Year Return | 5.8% | Market Cap | Loading... |
| Bid | $28.46 | Shares Outstanding | 14,250,000 |
| Ask | $28.48 | Dividends | $0.31 |
| Top 10 Holdings | |
|---|---|
| Vanguard Total Bond Market Index Fund (BND) | 15.37% |
| Ishares Core Us Bond Market Etf (AGG) | 13.15% |
| Ishares Russell 1000 Growth Index Fund (IWF) | 12.99% |
| Ishares Msci Eafe Index Fund (EFA) | 8.45% |
| Ishares Barclays Tips Bond Fund (TIP) | 8.39% |
| Ishares Iboxx $ Investment Grade Corporate Bond Fund (LQD) | 6.21% |
| Ishares Russell 2000 Index Fund (IWM) | 5.52% |
| Vanguard Short-Term Bond Index Fund (BSV) | 4.46% |
| Powershares Senior Loan Portfolio (BKLN) | 3.77% |
| Spdr S&P 500 Trust (SPY) | 2.92% |
| % of Total Holdings | 81.20% |
