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: October 22, 2018
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-28*
| Folio | S&P 500 Total Return | |
|---|---|---|
| One-Month | -8.35% | -5.81% |
| Three-Month | -6.76% | -1.17% |
| Year-to-Date | -11.46% | 4.66% |
| One-Year | -8.43% | 9.09% |
| Three-Year (Annualized) | 5.54% | 12.6% |
| Five-Year (Annualized) | 2.97% | 11.72% |
| Since Inception | 5.07% | N/A |
| Volatility | 14.13% | 13.5% |
Note: Tickers and weights for RTG Folios are only available when logged in.
Steps to Create This Folio
- We selected securities with primary business operations in the Banking industry, as defined by Zacks Investment Research.
- We ranked the securities according to market capitalization and selected the 30 securities with the highest market capitalizations.
- 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.