Objective

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

Strategy

The Biotechnology folio consists of large companies that range from drug therapy providers to genetic testing services.

Biotechnology companies have improved agricultural output for developing nations, enhanced the nutrition of foods, and produced medicines to cure or treat many different diseases. Breakthroughs are occurring throughout the industry and demand for biotech companies to produce more and better products could continue as science helps people live longer.

Last Updated: September 21, 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 3.56% 2.5%
Three-Month 3.23% 7.05%
Year-to-Date 20.01% 11.13%
One-Year 12.48% 19.44%
Three-Year (Annualized) 7.47% 16.57%
Five-Year (Annualized) 16.57% 13.68%
Since Inception 11.16% N/A
Volatility 19.68% 12.49%

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 Biotechnology industry, 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 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.