Last Updated: January 27, 2020
Inception Date: April 05, 2000
Date Funded: August 31, 2009*
Note: Tickers and weights for RTG Folios are only available when logged in.
Steps to Create This Folio
- We started with a list of exchange-listed REITs compiled by the National Association of Real Estate Investment Trusts (NAREIT).
- We ranked the REITs according to market capitalization, choosing 30 REITs with the highest market capitalizations.
- We equally weighted all the REITs in the folio.
Number of Securities
There are generally 30 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. 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.