Exchange-traded index funds of the Bourstad Portfolio

Managers of a Bourstad Portfolio may trade in the participating units of 123 exchange-traded index mutual funds.

A exchange-traded index fund is a fund that invests in all securities of a global index, that is the whole market, or a sector index, or a particular industry or type of asset; this type of investment vehicle is designed to offer investors the opportunity to hold a diversified portfolio by buying only one security.