Building a foundation with infrastructure investments

Explore how to lay the groundwork for long-term growth



All over the world, older infrastructure, such as bridges, roads, and utilities, are in constant need of repair and/or upgrades. At the same time, new infrastructure is being added to support growing populations and industries. Since infrastructure is essential for maintaining economic momentum worldwide, it may be an attractive investment to help
lay a strong foundation for a portfolio.

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Communication funds

Communication funds concentrate on telecommunications and media companies of various kinds. Most buy some combination of cable television, wireless-communications, and communications-equipment firms as well as traditional phone companies. A few favor entertainment firms, mainly broadcasters, film studios, publishers, and online service providers.
 

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Equity energy funds

Equity energy funds focus on equity securities of U.S. or non-U.S. companies that conduct business primarily in energy-related industries. This includes, but is not limited to, companies in alternative energy, coal, exploration, oil and gas services, pipelines, natural gas services, and refineries.
 

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Industrial funds

Industrial funds seek capital appreciation by investing in equity securities of U.S. or non-U.S. companies that are engaged in services related to cyclical industries. This includes, but is not limited to, companies in aerospace and defense, automotive, chemicals, construction, environmental services, machinery, paper, and transportation.
 

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Infrastructure funds

Infrastructure funds seek capital appreciation by having at least 60% of their assets invested in equity securities of U.S. or non-U.S. companies involved in infrastructure projects around the world.
 

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Natural resources funds

Natural resources funds focus on commodity-based industries such as energy, chemicals, minerals, and forest products in the United States or overseas. Some portfolios invest across this spectrum to offer broad natural resources exposure. Others concentrate heavily, or even exclusively, in specific industries. Portfolios that concentrate primarily in energy-related industries are part of the equity energy category.
 

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Utilities funds

Utilities funds seek capital appreciation by investing primarily in equity securities of U.S. or non-U.S. public utilities including electric, gas, and telephone-service providers.
 

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Fund selection criteria: The funds displayed are not a recommendation by E*TRADE Securities or its affiliates to buy, sell or hold any security, financial product or instrument nor is it an endorsement of any specific security, company, fund family, product or service. All screens display funds within the respective category and group. All mutual fund screens exclude funds not open to new investors, exclude funds that have expense ratios greater than 2% and only include NLNTF mutual funds with initial investment minimums of $5,000 or less. All ETF screens exclude exchange traded notes and leveraged ETFs. The top performing funds, based on 3 Year total return, within the various category screens are shown in the initial display along with the all the NLNTF All-Star funds of the corresponding category. All funds in the initial display are ranked by 3 Year total return.

All mutual fund screens exclude funds not open to new investors and only include mutual funds with initial investment minimum less than $5,000. All ETF screens exclude exchange traded notes and leveraged ETFs.

All funds within the respective group can be seen by clicking on the hyperlinked / button section in the phrase "X of X results," "See more Mutual Funds," or "See more ETFs."

Non-diversified investment in a significant portion of assets in one sector, issuer, geographical area or industry, or in related industries, may involve greater risks, including greater potential for volatility, than more diversified portfolios.

There are risks associated with certain industries or companies within an industry. This could cause performance to be susceptible to the economic, business, government regulation, or other developments that affect those industries.

International investing carries certain risks that can be different from the risks of U.S. investments. These risks can include political or economical instability, changing currency rates, foreign taxes, reduced liquidity (difficulty selling securities held by a fund) and different regulatory or financial accounting standards.

You can invest in the mutual funds available through E*TRADE Securities' no-load, no-transaction-fee program without paying loads, transaction fees, or commissions. To discourage short-term trading, E*TRADE Securities will charge an Early Redemption Fee of $49.99 on redemptions or exchanges of no-load, no-transaction-fee funds that are held for less than 90 days. Direxion funds (other than the Indexed Commodity Strategy Fund DXCTX), ProFunds, Rydex mutual funds, and all money market funds are not subject to the Early Redemption Fee. All fees and expenses as described in the fund's prospectus still apply. Please read the fund's prospectus carefully before investing. You can buy and sell the exchange-traded funds (ETFs) available through the E*TRADE Securities commission-free (CF) ETF program without paying brokerage commissions. For margin customers, the ETFs purchased through the program are not margin eligible for 30 days from the purchase date. To discourage short-term trading, E*TRADE Securities may charge a short-term trading fee on sales of participating ETFs held less than 30 days.

The overall Morningstar Rating™ for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Morningstar risk-adjusted return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive five stars, the next 22.5% receive four stars, the next 35% receive three stars, the next 22.5% receive two stars, and the bottom 10% receive one star. (Each share class is counted as a fraction of one fund within this scale and is rated separately, which may cause slight variations in the distribution percentages.) The All-Star List is a quarterly list of leading funds and ETFs selected by E*TRADE Capital Management, LLC. Funds selected for the All-Star List are selected from the no-load mutual funds offered through E*TRADE Securities.

All-Star Funds typically have at least a three year track record and compare favorably against their peers based on historical return, risk, expenses, manager tenure, performance and style consistency, asset size and growth and must be 1) structured through sound investment philosophy and process, 2) implemented with acceptable level of investment risk management strategy and 3) supported by a reputable investment firm. To view the fund's Report Card with additional performance metrics, including standardized quarterly results, please click on the fund name.

Expense ratios are provided by Morningstar and are based on information obtained from the ETFs last audited financial statement. Current expense ratios for the ETFs may be different.

Yield is a measure of the fund's income distributions, as a percentage of the fund price. Morningstar calculates this figure by summing the income distributions over the trailing 12 months and dividing that by the sum of the last month's ending NAV plus any capital gains distributed over the 12-month period.

For a definition of terms, please click on the Data Definitions link. Data definitions provided by Morningstar.

Quotes may be delayed by at least 15 minutes. Quotes and other information supplied by independent providers identified on the E*TRADE vendor disclosures page

Data provided by Morningstar, Inc.

International Exchange-Traded Funds and mutual funds offer an easy way to participate in foreign markets. They generally provide broad diversification and will handle complicated issues, such as foreign tax payments and currency conversions, on behalf of investors.