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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: July 19, 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 10.14% 18.68% 11.51% 11.74% 9.99%
Large-Cap ETF 12/10/01 6.34% 16.05% 11.94% 13.06% 7.94%
Folio 30 04/05/00 2.71% 18.57% 14.25% 12.83% 7.05%
Folio 100 04/05/00 15.05% 24.68% 16.95% 20.12% 4.63%
Folio 50 04/05/00 6.87% 16.97% 13.27% 13.78% 3.98%

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