Broker Check

Strat 22 Portfolio Models--funds list and Prospectus Links

| March 07, 2022
Share |

“Strat 22” Portfolio Funds

 

Stocks—Large Cap

YAFFX                     AMG Yacktman Focused Fund

SCHC                       Schwab US Dividend Equity ETF

SCHG                      Schwab US Large-Cap Growth ETF

 

Stocks—Mid Cap

BMGAX                  BlackRock Mid-Cap Growth Equity Portfolio Investor A

JVMAX                    John Hancock Disciplined Value Mid Cap A

 

Stocks—Small Cap

BOSOX                   Boston Trust Walden Small Cap

 

Stocks—Foreign Large Cap

ARTKX                    Artisan International Value Fund (current shareholders)

TROSX                    T. Rowe Price Overseas Stock Fund (new investments)

 

Stocks—Foreign Small/Mid Cap

FIASX                      Fidelity Advisor Int’l Small Cap A

 

Stocks—Foreign Emerging Markets

NWFFX                   American Funds New World Fund F-1

 

Bonds—Intermediate Term (core-plus)

GIBLX                      Guggenheim Total Return Bond Fund P

 

Bonds—Multisector

PONAX                   PIMCO Income A

 

Bonds—High Yield

PHYZX                     PGIM High Yield Z

 

Bonds—Inflation-Protected (TIPS)

SCHP                       Schwab US TIPS ETF

 

Bonds—Floating Rate/Bank Loan

SLRN                       SPDR Blackstone Senior Loan ETF

 

Bonds—Foreign

PFOAX                    PIMCO International Bond Fund (US Dollar-hedged) A

 

Bonds—Short Term

BSV                         Vanguard Short-Term Bond Index Fund ETF

 

Bonds—UltraShort Term

BBBMX                   BBH Limited Duration N

 

Real Estate (REITs)

CSJAX                     Cohen & Steers Realty Shares A

 

Commodities/Alternative Investments

FKUQX                    Franklin Utilities A

IAU                          iShares Gold Trust ETF

SLV                          iShares Silver Trust ETF

CPER                       United States Copper Index Fund ETF

OIL                          iPath Pure Beta Crude Oil ETN

BITO                        ProShares Bitcoin Strategy ETF

PCRAX                    PIMCO Commodities Real Return Strategy A

 

Cash Alternatives

Schwab default cash FDIC-insured

 

Share |