Objective

The Asia folio was developed for investors seeking higher capital appreciation potential and diversification through Asian markets.

Strategy

The Asia folio consists of established companies with primary business operations in the Asian region.

Because these economies, and those of other countries in the region, are generally in an earlier stage of development than more developed economies, they may provide greater long-term growth potential than developed markets.

Last Updated: December 11, 2018

Category: Geographic
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*

Folio Returns
One-Month -2.75%
Three-Month -9.22%
Year-to-Date -19.88%
One-Year -17.87%
Three-Year (Annualized) 5.09%
Five-Year (Annualized) 3.94%
Since Inception 2.36%
Volatility 15.08%

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 ranked all Asian companies, as defined by Zacks Investment Research, with U.S.-listed ADRs according to their market capitalization.
  2. We selected the top 30 securities.
  3. We 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. RTGs are updated using market data from multiple sources including Zacks Investment Research ( www.zacks.com ), International Data Corporation (IDC) ( www.idc.com ), and other suppliers.