Objective

The Moderate folio was designed for investors seeking an equity portfolio with the potential for long-term capital appreciation and income, with volatility comparable to the overall equity market.

Strategy

The Moderate folio holds equities with betas that are generally comparable to that of the overall equity market.

This folio is expected to achieve higher long-term returns than the Conservative folio, with lower overall volatility than the Aggressive folio.

Last Updated: December 12, 2018

Category: Investment Style
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*

Folio Returns
One-Month -2.66%
Three-Month -11.02%
Year-to-Date -7.77%
One-Year -6.67%
Three-Year (Annualized) 9.31%
Five-Year (Annualized) 7.7%
Since Inception 9.66%
Volatility 16.93%

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. Note that the data source for determining the composition of the folio changed on 11/30/2018, which resulted in changes to the composition of the folio, and that performance after this date may differ from the performance using the prior data source. 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 screened for securities with a historical beta between 0.8 and 1.2.
  2. We then selected the securities with the largest market capitalization in each sector and targeted the sector weights to be comparable to the largest 500 securities ranked by market capitalization.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in this 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. 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.