Last Updated: August 17, 2018
Inception Date: 2008-09-22 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 screened for the largest 100 companies, based on market capitalization, that have the lowest price-to-book ratio.
- Individual company weights were determined by dividing their market capitalization, adjusted for their price-to-book ratio, by the total book value of the 100 companies selected.
Number of Securities
This folio is generally composed of 100 stocks, although the number may change.
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.