Last Updated: March 21, 2019
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*
Note: Tickers and weights for RTG Folios are only available when logged in.
Steps to Create This Folio
- We identified small-cap stocks as those having market capitalizations smaller than $1.7 billion.
- We screened for stocks with low price-to-earnings and price-to-book ratios compared to the sector average.
- We ranked these small-cap stocks keeping the sector weights comparable to the largest 500 securities ranked by market capitalization.
- We equally weighted all stocks in the folio.
Number of Securities
There are generally 30 securities in this 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.