Last Updated: August 17, 2018
Inception Date: 2000-04-05 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 from 16 sectors comprising the market as defined by Zacks Investment Research.
- We selected the two largest companies, based on market capitalization, from each of the 16 sectors to be included in the folio.
- We equally weighted all securities in the folio.
Number of Securities
There are generally 32 securities in the 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.