Objective

The REIT folio was developed for investors seeking long-term growth and income with higher volatility.

Strategy

The Real Estate Investment Trusts (REIT) folio consists of the largest companies in the REIT category.

REITs could provide investors with diversification through a more liquid way to invest in real estate and potentially receive dividends.

Last Updated: November 25, 2020

Category: Sector/Industry
Inception Date: April 05, 2000

Folio Returns
One-Month 5.88%
Three-Month 5.56%
Year-to-Date -4.11%
One-Year -2.87%
Three-Year (Annualized) 5.26%
Five-Year (Annualized) 6.74%
Since Inception 10.48%
Volatility 43.98%

Past performance is no guarantee of future results.
See how returns are calculated

* Returns reflect unfunded model performance from the Inception Date to the present. 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. No membership or trading fees (other than the indirect cost of the bid-ask spread applicable whenever a transaction is conducted) are included in reported performance.

Note: Tickers and weights for RTG Folios are only available when logged in.

Steps to Create This Folio

  1. We started with a list of exchange-listed REITs compiled by the National Association of Real Estate Investment Trusts (NAREIT).
  2. We ranked the REITs according to market capitalization, choosing 30 REITs with the highest market capitalizations.
  3. We equally weighted all the REITs in the folio.

Number of Securities

There are generally 30 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.