Objective

The Government Bond folio was developed for investors seeking tax benefits, capital preservation and income with low bond risk.

Strategy

The Government Bond folio consists of ETFs that primarily invest in U.S. Treasury securities and is designed to provide income exempt from state and local taxes.

U.S. government bonds are backed by the full faith and credit of the U.S. government, significantly reducing default risk but also lowering expected returns.

Last Updated:

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Inception Date:

Folio Returns
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Three-Month N/A
Year-to-Date N/A
One-Year N/A
Three-Year (Annualized) N/A
Five-Year (Annualized) N/A
Since Inception N/A
Volatility N/A

Past performance is no guarantee of future results.
See how returns are calculated

* Returns reflect unfunded model performance from the Inception Date to the present. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings. No membership or trading fees (other than the indirect cost of the bid-ask spread applicable whenever a transaction is conducted) are included in reported performance.

Note: Tickers and weights for RTG Folios are only available when logged in.

Steps to Create This Folio

  1. We constructed this folio through selecting ETFs that were defined as government bond ETFs by Morningstar. These ETFs invest mainly in bonds issued by the United States government and private corporations that operate under U.S. government charters such as Fannie Mae and Freddie Mac.
  2. We then selected ETFs with low expense ratios that met certain volume, asset level and other requirements.
  3. We equally weighted each government bond ETF in the folio.

Number of Securities

The number of securities in this folio will vary.

Update Frequency

If the characteristics of the Folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings. RTGs are updated using market data from multiple sources including Zacks Investment Research ( www.zacks.com ), International Data Corporation (IDC) ( www.idc.com ), and other suppliers.