Last Updated: February 21, 2020
Inception Date: April 05, 2000
Date Funded: August 31, 2009*
Note: Tickers and weights for RTG Folios are only available when logged in.
Steps to Create This Folio
- We selected the 30 U.S. common stocks traded on the NYSE with the highest market capitalizations.
- Each stock’s weight is determined by its market capitalization as compared to the total market capitalization of the folio. The higher the market capitalization, the more that stock contributes to the folio.
Number of Securities
There are generally 30 securities in this 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. 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.