Buy/Hold Plus Fund Changes!

Our Quarterly Fund Replacement Review has been performed. In keeping with the program’s goal of maintaining only the highest quality funds in the investment portfolio, the following changes have been implemented: 

  • Vanguard Materials ETF (VAW) exchanged for                                                                              SPDR®Dow Jones Global Real Estate ETF (RWO)
  • Western Asset Mortgage Backed Sec I (SGSYX) exchanged for                                                                              JP Morgan Government Bond Select (HLGAX)

The fund families currently owned in model portfolios are now: Laudus, Franklin Templeton, SunAmerica, iShares, J.P. Morgan, T. Rowe Price, Oppenheimer, MFS, AMG Managers, Metropolitan, Vanguard, Eagle, SPDR® and TCW.

For the performance of each portfolio model, or additional information on any of the extensive ongoing management benefits, please feel free to contact us or visit