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Exchange Traded Funds (ETF) Model
This model is designed as a growth portfolio to serve investors with higher risk tolerances. The intended objective of the allocation is to provide high capital appreciation and diversification by utilizing Exchange Traded Funds (ETF). ETF’s allow MBT investment managers to capture broad domestic and international market exposure. We adjust the model by overweighting sectors poised for better performance relative to other market sectors. We regularly reassess sector allocations to reflect future expectations. This portfolio may be utilized in conjunction with a high quality fixed income portfolio. Appropriate investors have a long-term time horizon of 7 years or more.
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- ETFs allow MB&T money managers to capture broad domestic and international market exposure.
- We adjust the model by overweighting sectors poised for better performance relative to other market sectors, and we regularly reassess sectors allocations to reflect future expectations.
- This portfolio may be utilized in conjunction with a high quality fixed income portfolio.
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As of March 31, 2008 |
Inception Date |
Last Month |
Last 3 Months |
Year to Date |
Last 12 Months |
2007 |
2006 |
Since Inception |
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Aggressive Growth ETF Portfolio |
7/31/2006 |
-10.00% |
-12.30% |
-17.00% |
-18.70% |
10.80% |
N/A |
13.80% |
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+/- Benchmark return |
7/31/2006 |
-0.90% |
-3.40% |
3.60% |
4.90% |
7.30% |
N/A |
17.90% |
To contact an MBT Wealth expert and discuss this or other model portfolios please click here or call 800-321-0032.
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