Last Updated: November 12, 2019
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 identified mid-cap stocks as those having market capitalizations between $1.7 billion and $11 billion.
- We screened for stocks with low price-to-earnings and price-to-book ratios as compared to the sector average.
- We ranked these mid-cap stocks and targeted the sector weights to be comparable to those of the largest 500 securities ranked by market capitalization.
- We equally weighted all securities in 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.