Last Updated: August 17, 2018
Inception Date: 2000-11-09 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 selected companies with primary business operations in the Industrial/Office REIT industry, as defined by the National Association of Real Estate Investment Trusts (NAREIT).
- We ranked the securities according to market capitalization and selected the top 30 securities with the highest market capitalizations. If there were not 30 available, the complete list of securities was added to the folio.
- We equally weighted all securities in the folio.
Number of Securities
There are generally between 20 and 30 securities but the number may vary over time based upon the REITs for the Industrial/Office industry.
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.