Balanced Allocation: 15% to 50% Equity

Principal EDGE Active Income ETF YLD

Fund Type:
ETF
Total Assets:
$271M
Fund Category:
Balanced
Morningstar Category:
Allocation--30% to 50% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
Principal Funds
Underlying Index:
No Underlying Index
Inception Date:
7/8/2015

WBI Tactical Income Shares WBII

Fund Type:
ETF
Total Assets:
$316M
Fund Category:
Balanced
Morningstar Category:
Allocation--15% to 30% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
WBI Investments
Underlying Index:
No Underlying Index
Inception Date:
8/25/2014

WBI Tactical High Income Shares WBIH

Fund Type:
ETF
Total Assets:
$192M
Fund Category:
Balanced
Morningstar Category:
Allocation--15% to 30% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
WBI Investments
Underlying Index:
No Underlying Index
Inception Date:
8/25/2014

Tuttle Tactical Management Multi-Strategy Income ETF TUTI

Fund Type:
ETF
Total Assets:
$20M
Fund Category:
Balanced
Morningstar Category:
Allocation--15% to 30% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
Tuttle
Underlying Index:
No Underlying Index
Inception Date:
6/10/2015

PowerShares CEF Income Composite Portfolio PCEF

Fund Type:
ETF
Total Assets:
$633M
Fund Category:
Balanced
Morningstar Category:
Allocation--30% to 50% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
PowerShares
Underlying Index:
S-Network Composite Closed-End Fund Index
Inception Date:
2/19/2010

iShares Morningstar Multi-Asset Income ETF IYLD

Fund Type:
ETF
Total Assets:
$270M
Fund Category:
Balanced
Morningstar Category:
Allocation--30% to 50% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
iShares
Underlying Index:
Morningstar Multi-Asset High Income Index
Inception Date:
4/3/2012

First Trust Strategic Income ETF FDIV

Fund Type:
ETF
Total Assets:
$42M
Fund Category:
Balanced
Morningstar Category:
Allocation--30% to 50% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
First Trust
Underlying Index:
No Underlying Index
Inception Date:
8/13/2014

PowerShares DWA Tactical Multi-Asset Income Portfolio DWIN

Fund Type:
ETF
Total Assets:
$113M
Fund Category:
Balanced
Morningstar Category:
Allocation--30% to 50% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
PowerShares
Underlying Index:
Dorsey Wright Multi-Asset Income Index
Inception Date:
3/10/2016

iShares Core Conservative Allocation ETF AOK

Fund Type:
ETF
Total Assets:
$322M
Fund Category:
Balanced
Morningstar Category:
Allocation--30% to 50% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
iShares
Underlying Index:
S&P Target Risk Conservative Index
Inception Date:
11/4/2008

iShares Core Moderate Allocation ETF AOM

Fund Type:
ETF
Total Assets:
$593M
Fund Category:
Balanced
Morningstar Category:
Allocation--30% to 50% Equity
ETF Type:
Balanced
ETF Category:
Balanced Allocation: 15% to 50% Equity
Fund Family:
iShares
Underlying Index:
S&P Target Risk Moderate Index
Inception Date:
11/4/2008