TFIV : Global X TargetIncome 5 ETF

TFIV is a Allocation Market Total World with MODERATE fees.

TFIV

Global X TargetIncome 5 ETF

FI Score

33 /100

Diversification Rating

0 /10

Expense Ratio Rating

8 /10

Expense Rating

2 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

33% FI Score
  • tfiv
  • ETF
  • Allocation
  • Total World

Global X TargetIncome 5 ETF

Expenses: 0.77% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Wilshire TargetIncomeTM 5% Plus Index (underlying index). The fund is a fund of funds and invests at least 80% of its total assets in the securities of the underlying index. The underlying index seeks to provide broad exposure to income-producing asset classes using a portfolio of exchange-traded funds, with the goal, but not the guarantee, of providing exposure that may be sufficient to support an annualized yield of five percent (5.0%) for the fund, net of fees. The fund is non-diversified.

Largest Holdings

Amount Holding
21.16% Global X U.S. Preferred ETF
20.49% Xtrackers USD High Yield Corporate Bond ETF
20.30% SPDR Blackstone / GSO Senior Loan ETF
15.25% VanEck Vectors J.P. Morgan EM Local Currency Bond ETF
11.26% iShares 20+ Year Treasury Bond ETF
7.38% Global X SuperDividend ETF
4.03% Global X SuperDividend U.S. ETF

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