Last Updated: November 19, 2018
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
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 ranked the securities according to market capitalization and selected 30 securities based on fundamental criteria defined by Folio with the highest market capitalizations.
- We equally weighted all securities in the Folio.
Number of Securities
There are generally 30 securities in the 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.