RTGs:
Basic Materials
Objective
The Basic Materials folio was developed for investors seeking aggressive long-term capital appreciation with significant volatility.
Strategy
The Basic Materials folio consists of companies primarily engaged in the refining of metals, creation of chemicals, processing of forestry resources and manufacturing of tools and other industrial equipment.
Companies in the Basic Materials sector have historically been sensitive to changes in the business cycle and the sector depends on a strong economy. As such, the folio is usually more cyclical—meaning that it generally rallies during a booming market and has a better chance of being negatively affected during an economic downturn.
Last Updated:
Inception Date:
Folio Returns | |
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Three-Month | N/A |
Year-to-Date | N/A |
One-Year | N/A |
Three-Year (Annualized) | N/A |
Five-Year (Annualized) | N/A |
Since Inception | N/A |
Volatility | N/A |
Note: Tickers and weights for RTG Folios are only available when logged in.
Steps to Create This Folio
- We selected companies with primary business operations in the Basic Materials sector, as defined by Zacks Investment Research.
- We ranked the securities according to market capitalization and selected 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. 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.