Objective

The Multi-Sector ETF folio was developed for investors seeking long-term growth with higher volatility.

Strategy

The Multi-Sector ETF folio consists of ETFs that are designed to track multiple sector indices. This folio allows you to invest across numerous sectors at once, such as aerospace, energy and consumer goods.

For investors with long-time horizons, sector investing offers a way to invest in industries that may have prospects for above-average long-term growth. Certain sectors can even provide a hedge during market downturns.

Last Updated: December 11, 2018

Category: Sector/Industry
Inception Date: 2001-12-10 00:00:00.0
Date Funded: 2009-08-31*

Folio Returns
One-Month -4.25%
Three-Month -7.88%
Year-to-Date -2.35%
One-Year -1.62%
Three-Year (Annualized) 9.83%
Five-Year (Annualized) 8.63%
Since Inception 7.47%
Volatility 13.41%

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 the 11 Vanguard Sector ETFs which are designed to track MSCI Barra Sector Indexes.
  2. We then equally weighted these securities in the folio.

Number of Securities

There are 11 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.