Last Updated: November 19, 2018
Inception Date: 2001-03-11 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 sector, excluding telephone utilities, as defined by Zacks Investment Research.
- We ranked the companies according to their market capitalizations and selected the top 5 stocks.
- We equally weighted the securities in the folio
Number of Securities
There are generally 5 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.