Asset allocation is the art of combining assets to achieve the highest expected return for a given level of risk. With more diversified assets at every risk level, Axos Invest was able to build a portfolio that had higher expected returns regardless of how much risk you want to take on.
Next, Axos Invest optimized the portfolio for each level of expected return, mixing assets to minimize the risk taken. They considered the potential downside (draw downs) as well as the uncertainty (or expected volatility) as risk measures, and traded them off against expected return. The result allowed Axos Invest to flexibly set asset allocation at every given level of risk.
This analysis results in a portfolio that is invested in several countries and in more than 100 publicly traded companies across the world. This includes exposure to government debt, corporate bonds, securitized debt, and supranational bonds with a range of creditors and interest rate sensitivities.
Axos Invest does not charge any fees.
Axos Invest does charge an optional fee to implement tax loss
harvesting on your portfolio if you request this service.
ETFs have an expense ratio that range from .05%-.2%
depending on your allocation - this is about 15
cents for every $100 you invest), which you would pay no matter where
or when you purchased these ETFs.
Rest assured, Axos Invest offers ETFs with some of the lowest fees available.
Axos Invest can open or transfer the following types of accounts: