| Previous Close | 34.80 |
| Open | 34.90 |
| Bid | 30.05 x 2200 |
| Ask | 38.48 x 1200 |
| Day's Range | 34.83 - 35.07 |
| 52 Week Range | 32.25 - 36.28 |
| Volume | 43,257 |
| Avg. Volume | 52,940 |
| Net Assets | 195.77M |
| NAV | 35.04 |
| PE Ratio (TTM) | N/A |
| Yield | 5.24% |
| YTD Return | 7.86% |
| Beta (3Y Monthly) | 0.49 |
| Expense Ratio (net) | 0.55% |
| Inception Date | 2010-08-09 |
The linchpin of the Bucket Approach is one to two years' worth of living expenses set aside in cash instruments. By using broad-based index funds, you can easily determine which holdings to peel back on and where to add. Because many retirees have large shares of their portfolios in low-returning investments like cash and bonds, focusing on very low-cost investments is an easy way to enhance take-home returns.
Note: This article is part of Morningstar's 2019 Portfolio Tuneup week. The past few decades have brought huge challenges for retirees and pre-retirees: two market crashes, the ebbing away of pension plans, and dramatically declining interest rates (which are finally starting to head back up). The Bucket approach to retirement planning doesn't solve all of those problems.
Note: This article is part of Morningstar's 2019 Portfolio Tuneup week. A version of this article appeared on Jan. 26, 2018. Safety and quality are the watchwords of my conservative bucket portfolio, geared toward older retirees with a time horizon of 15 years or fewer.
The emerging markets have been pummeled this year, but ETF investors may find a growth opportunity among the developing economies as their markets recover. Investment bank Goldman Sachs expected emerging ...
While the risk-off trade pulled on the equity markets, emerging market bond-related ETFs were surprisingly eking out a positive return after underperforming for most of the year. Over the past week, the ...
Emerging markets stocks aren't the only asset class offering exposure to developing economies getting drubbed this year. Bonds are, too. The J.P. Morgan EMBI Global Core Index, a widely followed gauge ...