Market Index RTGs:
Small-Cap ETF
Objective
The Small-Cap ETF folio was developed for investors seeking long-term capital appreciation with volatility comparable to the MSCI U.S. Small-Cap 1750 Index.
Strategy
The Small-Cap ETF folio is composed of 2 ETFs designed to track the MSCI U.S. 1750 Small-Cap Value and Growth Index.
Index investing can provide investors with a convenient way to approximate the performance of a particular market segment. This folio’s equal allocation to growth and value indices yields a blend investment style. The design of this folio allows investors to cover a large breadth of small-cap securities.
Last Updated: March 5, 2021
Inception Date: December 10, 2001
Folio Returns | |
---|---|
One-Month | -1.1% |
Three-Month | 11.79% |
Year-to-Date | 7.6% |
One-Year | 44.22% |
Three-Year (Annualized) | 14.37% |
Five-Year (Annualized) | 16.22% |
Since Inception | 10.3% |
Volatility | 39.92% |
Note: Tickers and weights for RTG Folios are only available when logged in.
Steps to Create This Folio
- We chose ETFs offered by Vanguard which are designed to closely track the following market indices:
- MSCI US Small-Cap 1750 Growth Index
- MSCI US Small-Cap 1750 Value Index
- We equally weighted the ETFs in the folio.
Number of Securities
There are 2 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.