Government Bond Fund

jazz Government Bond Fund

Objective:
The Government Bond fund was developed for investors seeking tax benefits, capital preservation and income with low bond risk.

The fancy words:
The Government Bond fund consists of ETFs that primarily invest in U.S. Treasury securities and is designed to provide income exempt from state and local taxes.

U.S. government bonds are backed by the full faith and credit of the U.S. government, significantly reducing default risk but also lowering expected returns.
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Performance
Details

Last Updated: October 1, 2019
Inception Date: September 07, 2000
Date Funded: August 28, 2009**

---	Returns
YTD	8.66%
1 Year	11.33%
3 Year*	2.37%
5 Year*	3.27%
Volatility	4.28%
Dividend Yield	1.40%

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How this portfolio was created.

We constructed this fund through selecting ETFs that were defined as government bond ETFs by Morningstar. These ETFs invest mainly in bonds issued by the United States government and private corporations that operate under U.S. government charters such as Fannie Mae and Freddie Mac.
We then selected ETFs with low expense ratios that met certain volume, asset level and other requirements.
We equally weighted each government bond ETF in the fund.

Number of Securities. This portfolio is comprised of ETF's and the number of securities may vary.
Update Frequency: Quarterly.

If the characteristics of the portfolio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a portfolio has been updated that you place orders to update your holdings.

Past performance is no guarantee of future results.
See how returns are calculated

* Three year and five year returns are annualized.
** Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.For information on how the performance is calculated click here. For information on why your performance may differ from the performance posted click here.

Portfolios are managed by jazzWealth and Folio Institutional. Folio Institutional is a FINRA registered broker-dealer, CRD #48015, SEC #52009. jazzWealth and Folio Institutional are unaffiliated entities. Performance metrics prior to inception (4/18/2016) of jazzWealth are solely those of Folio Institutional.