Public Publication Content

ETF Model warming to EAFE

|

Top level asset allocation remains unchanged from last month at 72% equities and 28% bonds. iShares CORE MSCI EAFE ETF (IEFA) is now the heaviest weighted fund (22.15%) in the model. Vanguard Dividend Appreciation Index Fund (VIG) saw its recommended weighting in the model halved from 22.15% to 11.08%.

Ned Davis Research | ETF Selection | Model Update | Monthly

While you wait, explore additional NDR research and solutions.

Institutional Investors

Custom Research

Wealth Managers

Stock Selection

ETF Selection

HubSpot Form for Publications