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Specializing in retirement planning and personalized investment management.

Millennials (1980-2000 birth year)

The theme of millennials isn’t just about technology. It is also about their lifestyle and spending habits. And investors have taken notice. Read about how millennials are influencing the US economy.

Currently there are only two funds that focus on the millennial generation. Either can be used to increase your portfolio’s exposure to the millennial theme.

Note: These are not recommendations, just investment ideas for further research.

Fund Ticker Expense Holdings Inception
Global X Millennials Thematic MILN 0.50% 83 5/4/16
  Seeks to invest in companies that have a high likelihood of benefiting from the rising spending power and unique preferences of the U.S. Millennial generation. These companies come from a broad range of categories, including: social media and entertainment, food and dining, clothing and apparel, health and fitness, travel and mobility, education and employment, housing and home goods, and financial services.
Principal Millennials GENY 0.45% 111 8/19/16
  Provides exposure to companies around the world (including emerging markets) that are determined to have significant economic exposure to the Millennial generation's spending habits.