Objective

The Energy folio was developed for investors seeking long-term capital appreciation with significant volatility.

Strategy

The Energy folio consists of the largest companies with principal operations in the energy industry. Companies included range from oil & gas exploration to refinery operations and production services.

The world’s energy demands have historically increased in line with global population and economic development. Despite rising energy costs, demand has generally curtailed only slightly—people have become more dependent on energy for all aspects of life. Even though new energy alternatives are being discovered and implemented, the largest energy companies are still concentrated in the oil and gas sector.

Last Updated:

Category:
Inception Date:

Folio Returns
One-Month N/A
Three-Month N/A
Year-to-Date N/A
One-Year N/A
Three-Year (Annualized) N/A
Five-Year (Annualized) N/A
Since Inception N/A
Volatility N/A

Past performance is no guarantee of future results.
See how returns are calculated

* Returns reflect unfunded model performance from the Inception Date to the present. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings. No membership or trading fees (other than the indirect cost of the bid-ask spread applicable whenever a transaction is conducted) are included in reported performance.

Note: Tickers and weights for RTG Folios are only available when logged in.

Steps to Create This Folio

  1. We selected securities with primary business operations in the Oil and Energy sector, as defined by Zacks Investment Research.
  2. We ranked the securities according to their market capitalizations and selected the top 30 securities based on market capitalizations.
  3. We equally weighted all securities in the folio.

Number of Securities

There are generally 30 securities in the folio.

Update Frequency

Quarterly.

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.