1. Ready-to-Go Folios
  2. Sector/Industry RTGs
  3. Banks

Sector/Industry RTGs:
Banks

Objective

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

Strategy

The Banks folio consists of the largest companies that are principally engaged in banking. Companies range from small regional banks to large international banking conglomerates.

The exposure of the folio to both domestic and international banking companies could provide added diversification but may also make the folio more volatile than if it only held banks in established economies.

Last Updated: April 18, 2019

Category: Sector/Industry
Inception Date: April 05, 2000
Date Funded: August 28, 2009*

Folio Returns
One-Month -0.55%
Three-Month 3.35%
Year-to-Date 14.79%
One-Year -5.51%
Three-Year (Annualized) 10.69%
Five-Year (Annualized) 3.97%
Since Inception 5.25%
Volatility 15.45%

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 securities with primary business operations in the Banking industry, as defined by Zacks Investment Research.
  2. We ranked the securities according to market capitalization and selected the 30 securities with the highest market capitalizations.
  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.