Objective

The Multi-Sector folio was developed for investors seeking moderately aggressive growth with moderate risk.

Strategy

The Multi-Sector folio consists of the largest companies from each of 16 industry sectors.

Incorporating large companies from several sectors into the folio significantly reduces the risk of large losses from a particular company or sector. The folio may help during an economic downturn or extremely volatile market where there is great uncertainty as to which sector will outperform.

Last Updated: December 11, 2018

Category: Sector/Industry
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*

Folio Returns
One-Month -3.88%
Three-Month -6.03%
Year-to-Date -0.47%
One-Year 0.74%
Three-Year (Annualized) 12.65%
Five-Year (Annualized) 8.39%
Since Inception 5.37%
Volatility 15.62%

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. 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 selected companies from 16 sectors comprising the market as defined by Zacks Investment Research.
  2. We selected the two largest companies, based on market capitalization, from each of the 16 sectors to be included in the folio.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally 32 securities in the 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.