Objective

The Aerospace folio was developed for investors seeking aggressive capital growth with significant volatility.

Strategy

The Aerospace folio consists of the largest companies with primary business operations in the aerospace sector. Companies range from aircraft engine manufacturers to flight information providers.

A high tech industry, aerospace companies design, create, and operate aircraft, missiles, space vehicles and all related parts. The U.S., Europe, Russia, China, and India are making significant investment in the aerospace industry, and may continue do so in the future.

Last Updated: August 17, 2018

Category: Sector/Industry
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*

Folio S&P 500 Total Return
One-Month 2.49% 1.64%
Three-Month 5.47% 5.28%
Year-to-Date 10.28% 7.92%
One-Year 25.48% 19.57%
Three-Year (Annualized) 19.5% 12.99%
Five-Year (Annualized) 19.44% 13.79%
Since Inception 16.88% N/A
Volatility 15.26% 12.5%

Past performance is no guarantee of future results.
See how returns are calculated

* Returns reflect model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.

Note: Tickers and weights for RTG Folios are only available when logged in.

Steps to Create This Folio

  1. We selected companies with primary business operations in the Aerospace sector, as defined by Zacks Investment Research.
  2. We ranked the securities according to market capitalization and selected 30 securities with the highest market capitalizations.
  3. We then equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in the folio.

Update Frequency

Quarterly.

If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.