Objective

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

Strategy

The Financial folio is comprised of the largest companies in the financial services industry. Banks, investment banks, credit card providers, and insurance companies all contribute to the financial sector folio.

Integrating several different facets of the financial services market in this folio provides a diversification benefit not seen in more targeted banking sector strategies. Investing across the financial sectors—instead of focusing solely on banks or insurance companies—reduces company and sector specific risk.

Last Updated: November 19, 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 0.85% -2.6%
Three-Month -3.96% -5.14%
Year-to-Date -9.1% 2.38%
One-Year -4.75% 6.36%
Three-Year (Annualized) 6.44% 11.18%
Five-Year (Annualized) 5.62% 10.77%
Since Inception 3.58% N/A
Volatility 14.28% 14.73%

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 companies with primary business operations in the Financial sector, 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.