Last Updated: April 1, 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 selected companies with primary business operations in the Utility Industry, as defined by Zacks Investment Research.
- 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.
- We equally weighted all securities in the Folio.
Number of Securities
There are generally 20 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.