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Ready-to-Go Folios: Fundamental Category

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Fundamental folios are based on securities chosen using fundamental analysis of public company information such as dividends, sales, cash flow, and book value.

Our fundamental analysis folios allow investors to leverage fundamental company analysis and weighting in their portfolios. This can make for better investing decisions than buying a passive market cap-weighted index that can become over-weighted with overvalued companies and under-weighted with undervalued companies.

Last Updated: April 23, 2018
Past performance is no guarantee of future results.

Average Annualized Returns

Folio
Inception
Date
YTD
1 Yr
3 Yr
5 Yr
Since
Incep.
Dividend Yield 09/22/08 -2.53% 12.68% 6.58% 8.18% 6.76%
Price-to-Sales 09/22/08 -2.78% 14.94% 5.84% 9.53% 6.51%
Price-to-Book 09/22/08 -0.81% 16.09% 6.17% 8.84% 5.43%

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