ETF & Fund Asset Allocation

US Stock % (Premium Plus)

Unit: Percentage

The percent of the fund’s holdings that are US stocks.

Non-US Stock % (Premium Plus)

Unit: Percentage

The percent of the fund’s holdings that are non-US stocks.

US Bond % (Premium Plus)

Unit: Percentage

The percent of the fund’s holdings that are US bonds.

Non-US Bond % (Premium Plus)

Unit: Percentage

The percent of the fund’s holdings that are non-US bonds.

Preferred % (Premium Plus)

Unit: Percentage

The percent of the fund’s holdings that are preferred shares.

Convertible % (Premium Plus)

Unit: Percentage

The percent of the fund’s holdings that are convertible securities.

Cash % (Premium Plus)

Unit: Percentage

The percent of the fund’s holdings in cash.

Other % (Premium Plus)

Unit: Percentage

The percent of the fund’s holdings that are not classified by Morningstar as stocks, bonds, cash or convertibles.


Top
EPS Estimate Trends ETF & Fund Equity...