Objective

The Transport folio was designed for investors seeking higher capital appreciation with moderate volatility.

Strategy

The Transport folio consists of the stocks primarily engaged in the transportation sector, including, but not limited to air freight, airlines, marine, road and rail, as well as transportation services and infrastructure.

Transportation stocks are generally cyclical-meaning that they may rally during a booming market and can be greatly affected by changes in supply and demand during an economic downturn as well as fluctuations in fuel prices.

Last Updated: December 12, 2018

Category: Sector/Industry
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*

Folio Returns
One-Month -4.63%
Three-Month -13.8%
Year-to-Date -5.65%
One-Year -3.33%
Three-Year (Annualized) 11.0%
Five-Year (Annualized) 8.34%
Since Inception 8.65%
Volatility 18.66%

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. Note that the data source for determining the composition of the folio changed on 11/30/2018, which resulted in changes to the composition of the folio, and that performance after this date may differ from the performance using the prior data source. 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 companies with primary business operations in the Utility Industry, as defined by Zacks Investment Research.
  2. We then ranked the securities according to market capitalization and selected 20 securities based on fundamental criteria, defined by Folio as those with the highest market capitalization.
  3. We equally weighted all securities in the Folio.

Number of Securities

There are generally 20 securities in this folio.

Update Frequency

Monthly.

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.