Last Updated: September 21, 2018
Inception Date: 2008-09-22 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
Note: Tickers and weights for RTG Folios are only available when logged in.
Steps to Create This Folio
- We screened for the largest 100 securities, based on market capitalization, which have the highest dividend yield.
- Individual securities weights were determined by dividing their market capitalization, adjusted for dividend yield, by the total dividends yielded of the 100 securities selected.
Number of Securities
There are generally 100 securities in the folio.
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.