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Ready-to-Go Folios: Market Index Category

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Market Index folios are constructed to follow, generally, major U.S. market indices such as the S&P 500, the NASDAQ 100, and the Dow Jones Industrial Average.

Our Market Index folios offer investors broad exposure to different U.S. equity indices to capture broad market movement. Index-based folios use similar relative weightings to their corresponding indices for the constituent securities included in the folio.

Last Updated: October 18, 2018
Past performance is no guarantee of future results.

Average Annualized Returns

Folio
Inception
Date
YTD
1 Yr
3 Yr
5 Yr
Since
Incep.
Small-Cap ETF 12/10/01 3.35% 7.44% 11.54% 9.03% 9.42%
Large-Cap ETF 12/10/01 5.10% 10.23% 13.08% 11.83% 7.74%
Folio 30 04/05/00 4.39% 11.96% 16.53% 13.15% 7.05%
Folio 100 04/05/00 10.71% 16.08% 17.27% 16.72% 4.35%
Folio 50 04/05/00 6.94% 12.26% 14.86% 13.24% 3.93%

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