Last Updated: January 27, 2020
Inception Date: December 10, 2001
Date Funded: August 31, 2009*
Note: Tickers and weights for RTG Folios are only available when logged in.
Steps to Create This Folio
- We chose ETFs offered by Vanguard that are designed to closely track the following market indexes:
- MSCI US Small-Cap 1750 Value Index
- MSCI US Mid-Cap 450 Value Index
- MSCI US Prime Market 750 Value Index
- We equally weighted the ETFs in the folio.
Number of Securities
There are generally 3 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. 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.