Last Updated: November 19, 2018
Inception Date: 2003-06-06 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 all exchange-listed companies with primary business operations in the Alcoholic Beverages industry, as defined by Yahoo Finance and Morningstar.
- We equally weighted all stocks in the folio.
Number of Securities
The number of securities in the folio varies over time.
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.