Last Updated: January 28, 2020
Inception Date: February 28, 2008
Date Funded: August 31, 2009*
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Steps to Create This Folio
- We identified a set of large-cap stocks which generally do not move with the broader market.
- We combined a subset of these securities to form a portfolio that has historically provided relatively consistent performance in both up and down markets.
- Our goal was to combine securities in the folio to provide diversification benefits.
Number of Securities
The number of securities in this folio may vary.
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.